Sam is a Partner and Advisor at Bonsai Financial. He enjoys helping clients pursue their long-term financial objectives through a systematic approach to goal-setting and problem-solving. Coming from a background in aviation, he has a unique perspective when it comes to risk management, implementation of a plan that is both individualized and flexible, and keeping the long-term objectives in mind.
Sam holds a degree in Aviation from the Academy College in Bloomington, MN. He is a licensed Investment Advisor Representative, which means he is held to the fiduciary standard and is legally required to act in your best interest. Sam also has passed the Series 65 securities exam and holds life and health insurance licenses in both Arizona and Minnesota.
Sam currently resides in Gilbert, AZ with his wife, their 12-year-old son, and two dogs. Sam enjoys spending time with his family and loves the outdoors, specifically playing golf, tennis, biking, skiing, snowmobiling and fishing.