Sam joined the Trinity Wealth Management team in the summer of 2024, serving as a Client Services Associate. In this role, he delivers comprehensive administrative support, skillfully handling duties from coordinating client meetings to managing our client database. Additionally, Sam plays a critical role in compiling detailed reports and ensuring our clients receive exceptional service.
A graduate of Liberty University, Sam earned his Bachelor's degree in Business Administration. He has also achieved SIE® certification. Motivated by a desire to guide others in managing their finances more effectively, Sam aspires to become a Financial Professional. He is eager to learn from seasoned professionals in the field and is excited about the opportunities to grow.
In his free time, Sam engages in volunteer work at Mercy Hill Church alongside his wife Sophie. Additionally, Sam enjoys golfing, and staying fit by running and going to the gym.