An Oregon State University graduate, Sam started his professional life helping families through the mortgage process. For 5 years Sam worked to assist investment purchasers, first time home buyers, and those interested in strategic refinances to restructure their personal financial situation. Through this time Sam developed a love for assisting clients in viewing their financial goals as a whole when considering any specific action, which is what ultimately led him to his role as an investment advisor.
Sam holds FINRA Series 7, and 66 securities registrations held through LPL Financial. Since joining Newbore-Wealth Sam is committed to working with Dave to support clients with top tier service, while using Dave’s vast knowledge and experience as a resource towards every plan and portfolio he structures.
Sam lives in Gladstone, Oregon with his wife, Becca. The two of them spend their free time backpacking all across the West coast and renovating local properties.