Meet Sam

Sam began his professional career helping families navigate the mortgage process. He worked with investment purchasers, first-time homebuyers, and those pursuing strategic refinances to strengthen their personal financial situation. During this time, he discovered his passion for working directly with clients to help them identify and pursue their long-term financial goals—a passion that naturally led him into financial planning and investment advising.

Sam holds FINRA Series 7 and 66 securities registrations through LPL Financial. At Newbore Wealth, he is committed to providing clients with personalized strategies, clear guidance, and attentive service tailored to their unique circumstances.

Sam lives in Gladstone, Oregon with his wife, Becca, and their two children. Together, they enjoy backpacking across the West Coast and working on property renovations in their community.