Sam joined the Caliber team in May 2026 after graduating from the University of Kansas with a B.S. in Finance and completing the CFP® education curriculum.  With a strong interest in financial planning, investing, and wealth management, Sam is excited to begin his career in an industry centered around helping others pursue their financial goals. As a Client Service Manager, he supports advisors and clients through planning, service, and operational initiatives while continuing to expand his knowledge of the industry and pursue additional industry licensing.

Sam is from Overland Park, Kansas and is an avid supporter of KU athletics and the Kansas City Chiefs.  Outside of work, he enjoys golfing, traveling, staying active, and spending time with friends and family.  He values meaningful relationships, lifelong learning, and taking advantage of opportunities to grow both personally and professionally.