“The team atmosphere at Truepoint really attracted me to this position. Everyone is professional and friendly and also takes the time to be both a friend and coach.”
Sam’s Story
Sam is committed to helping clients lead more peaceful and fulfilling lives by easing their financial stress. He develops clients’ financial plans, helps coordinate client meetings, prepares reports and deliverables, and gathers relevant data to help clients and advisors make well-informed decisions. Sam is driven by a passion for helping others, and he enjoys contributing to a client-focused company.
Sam loves to play and to watch all kinds of sports, including golf, soccer, and tennis. He also enjoys spending time with his friends and trying out Cincinnati’s many excellent restaurants.
Specialties: college funding, financial planning, retirement planning, risk management, savings priorities