Sam is one of the founding partners of Pines Financial Group, Inc. He has devoted the last 50+ years to providing expert financial guidance in areas such as retirement, estate, and financial planning. Known for his dedication, knowledge, and trustworthiness, Sam understands that the journey to financial security is personal and unique to each individual. His approach to financial planning is rooted in understanding this diversity and providing customized solutions.
Prior to becoming an Investment Advisor, Sam began his career in the insurance industry, where he developed a strong desire to help people secure their financial future. This inspired his seamless transition into financial planning as the natural next step in his professional journey.
Throughout the years, Sam’s mission has remained much the same: to fill a vital need by helping individuals navigate the complex world of finances. He empowers his clients to take control of their financial destiny, helping them to build and maintain wealth to realize the future they envisioned and to create financial security for themselves and their families.
In his free time, Sam enjoys traveling with his wife Shirley, fishing, and spending as much quality time as possible with his four children and seven grandchildren.
BACKGROUND & EDUCATION:
BS in Business Administration, University of MO St. Louis, 1970
Financial Planning Practice since 1971
Chartered Life Underwriter 1976
Chartered Financial Consultant 1983