Sam is both dedicated and reliable in his role as a Financial Advisor at S. Harris Financial Group. His diligence and passion for his work aids him in evaluating a client’s overall financial picture and transforming this into a personalized financial plan. His finance background and knowledge allows him to assist clients in achieving their personal financial goals.
As a Financial Advisor for the S. Harris Financial Group, Sam executes critical functions in preparing and delivering financial plans and investment reviews, as well as performing management duties for the company’s wealth management system. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also holds Series 66 Securities License, and Insurance License.
Sam graduated from Texas A&M University with a degree in Business Honors and a degree in Finance, and a minor Financial Planning.
Sam’s main goal is to always put his client’s needs first. His passion for his work stems from his ability to work alongside others to pursue their life goals, while also establishing personal relationships with others. Sam believes in the power of financial security and independence, and strives to make that a reality for his clients. Sam desires to help his clients pursue the life they want and believes that his role can make a difference in people’s lives.
Sam and his wife Maddie have recently settled into San Antonio. Maddie graduated from Texas A&M University with a degree in Biomedical Sciences and is pursuing a dental career at the UT Health Science School of Dentistry. They love exploring new areas and can’t wait to see what San Antonio has to offer.
During his spare time, Sam enjoys spending time outdoors with Maddie, exercise, and wildlife conservation. Almost every weekend, you can find Sam on some river with a fly rod in hand! Sam always seeks to gain the most out of life and strives to grow as a person daily.