Sam is known for his dedication, reliability and thoughtful approach to client service as a Financial Advisor at S. Harris Financial Group. His diligence and passion for his work guide him in evaluating each client’s overall financial picture and transforming this into a personalized financial plan. Drawing on his finance background and knowledge, Sam helps clients pursue their personal financial goals.
As a Financial Advisor at 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™ professional. He also holds Series 66 Securities License, and Insurance License.
Sam earned a Bachelor of Business Administration from Texas A&M University, graduating with majors in Business Honors and Finance and a minor in Financial Planning Sam’s primary goal is always to put his clients’ needs first. He is passionate about working alongside clients as they pursue their life goals and values the personal relationships built along the way. Sam believes a sound financial plan can help clients achieve greater financial security, make informed decisions, and remain focused on what matters most to them. He strives to help his clients pursue the lives they envision and make a meaningful difference through his work.
Originally from Austin, Sam and his wife, Maddie, now call San Antonio home. Maddie earned a degree in Biomedical Sciences from Texas A&M University and is pursuing a career in dentistry at the UT Health San Antonio School of Dentistry. Together, they enjoy exploring the city and discovering all that San Antonio has to offer.
In his spare time, Sam enjoys being outdoors with Maddie, staying active, and supporting wildlife conservation. On most weekends, he can be found on a river with a fly rod in hand. Sam strives to make the most of life and continually grow both personally and professionally.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.