Bio
Sam is like a translator—but for your finances. He turns complicated money talk into easy conversations. He’ll help you turn your goals into a clear plan, building trust every step of the way.
Friendly and experienced, Sam has nearly 10 years in financial services right here in Spokane. He loves helping members across Eastern Washington plan ahead. Talk to Sam about:
- Saving and investing for big goals
- Simple strategies to build wealth
- Choosing investments based on your comfort level
When he's not at Numerica’s South Hill branch, you'll probably find him working in his garage woodshop—it's almost finished! He also loves exploring local trails, fishing around Spokane, or golfing nearby. Fun fact: Sam's daughter is officially the coolest kid around, and she'll soon have a new sibling arriving this spring!
Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Click here to view Cetera Investment Services Important Information and Form CRS and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
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