As a client service associate, Sam plays an essential part in helping E&G maintain our responsive service. Working closely with our financial planning teams, Sam provides critical operational support that enhances the quality of our client relationships, financial planning recommendations, and ongoing wealth management implementation.
An Accredited Financial Counselor® with years of experience in trust management, Sam brings both deep knowledge and great passion to E&G’s fiduciary financial planning service model.
Sam earned his bachelor’s degree in financial planning from the University of Georgia, graduating with honors (cum laude) in 2020. While attending UGA, Sam served as a financial counselor at UGA’s ASPIRE clinic and provided pro-bono tax preparation services through the Volunteer Income Tax Assistance (VITA) program.
Outside of work, Sam enjoys hiking with his wife, watching Major League Baseball, and attending concerts as often as he can.