- Samford University, 1990
Bachelor of Science in Business Administration
- College of Financial Planning, 1993
CERTIFIED FINANCIAL PLANNER™
“Trying to make important financial decisions is a stressful process for many people. My role is to help my clients articulate their goals, implement their plan, and help them navigate life's unexpected challenges.”
Since graduating from Samford University in 1990, Sam has specialized in creating comprehensive financial plans for families and managing their investment portfolios. He has worked with hundreds of families assisting them with defining their financial goals and creating a plan of action. Sam is a partner and serves as co-chair of the firm’s Investment Committee.
Sam has spoken to numerous groups about financial planning and has served on the Board of Directors of the Financial Planning Association of North Alabama. Before joining Bridgeworth, he helped start a Wealth Management Division at a local accounting firm where assets grew to over $1 Billion under advisement.
Sam is active in the community having coached basketball and softball teams while also serving at a number of local charitable organizations including Restoration Academy, the Firehouse Shelter and Changed Lives Christian Center.
- Financial Planning Association of North Alabama: Member, Past Board of Directors
- Vestavia Hills Youth Softball Coach: 2007-2010
- Vestavia Hills Youth Basketball Coach: 2012 - 2015
- Upward Basketball Coach: 2005-2010