Industry Experience Start Date: 2003
KAR Start Date: 2016
Education: M.B.A., Cornell University, Johnson School of Management, B.A., Technical Sales, Weber State University
Credentials: CFA (Chartered Financial Analyst designation), CFP® (Certified Financial Planner)
Prior to Joining KAR:
Sam was a Vice President, Private Banker for Citi Private Bank and a Vice President, Private Client Advisor for JPMorgan.
When Not in the Office:
Sam lives in Salt Lake City, Utah with his wife, Amy and their five children. Together, they enjoy spending time in the mountains and doing things like mountain biking and skiing. Sam enjoys a variety of sports and he is a regular participant in local and regional squash tournaments.
What Do You Enjoy Most About Working at KARWA?
I love connecting with my clients on a personal level and being in touch with them frequently as they make important decisions for themselves and their families. I enjoy working with my colleagues at KAR and I have a firm belief that we are all trying to do what is best for our clients.
How Does KARWA Approach Wealth Management Differently?
KAR is different from many other wealth management firms in that we have the flexibility to build a customized portfolio for each and every one of our clients. Sam believes that this leads to better outcomes in the long run and a higher level of client satisfaction. He wants clients to feel like he knows them as individuals and that he is not just trying to fit them into a pre-determined “bucket” or allocation.
What Do You Hope to Achieve For Your Clients?
First and foremost, Sam hopes to earn clients’ trust over time by demonstrating that he cares about their personal and financial well-being above all. Sam wants clients to feel like they understand the value that we provide at KAR and that he listens to them and their individual wants and needs. He wants clients to feel confident that they are on the right path to achieve their most important financial objectives and to protect their hard-earned wealth.