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Sam is committed to helping clients lead more peaceful and fulfilling lives by easing their financial stress. He develops clientsā€™ 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 Cincinnatiā€™s many excellent restaurants.