Sam joined HFG in 2016, where he began working in the Service Department and established an appreciation for detailed and friendly service. Sam slowly expanded his responsibilities from client service to wealth planning, earning his Financial Planner Qualified Professional designation in 2018. He assumed the role as Client Service and Planning Manager soon after and developed a love for this position because it made a positive impact towards helping clients achieve their financial and retirement goals. One of the primary responsibilities Sam champions is providing first class support and assistance to the advisors, ensuring our clients have the best possible experience.
The Hobbit by J. R. R. Tolkien