A graduate of the University of Oregon with a degree in economics, Sam has a passion for working with clients to pinpoint what their goals are and creating plans to achieve those goals in the most efficient way possible. Sam joined The Partners Group with five years of experience in working with families to invest in their futures. With TPG, Sam manages client relationships, provides financial advice to individuals and households, and develops financial plans in partnership with families he serves. He received his certification as a Certified Financial Planner in 2021. Outside of work, Sam enjoys golfing and time with his wife, Brie, and French bulldog, Stella.
November 28, 2022