Sam has worked with Tammy, Brian, and the Legacy team for almost ten years. He worked at JPMorgan Chase for several years as a credit underwriter before joining the team. In his previous role as an Investment Consultant, Sam specialized in investment research, asset allocation, and financial plan creation. As an advisor, Sam will maintain the function of investment analyst as well as perform his advisor duties. He has worked with clients to manage portfolios, create retirement scenarios, and provide resources to successfully manage their financial future. Sam joined Wealth Enhancement Group as part of the Legacy Financial Planning acquisition in 2023. He enjoys sports, video games, movies, and travel.