Sam is a founding member of Integer Wealth Advisors Group (Integer), which merged with JFS Wealth Advisors in 2021. He has extensive experience with manager due diligence, asset allocation analysis, performance reporting, and portfolio development. His broad investment experience is integrated with tax planning to focus on adding after-tax value for taxable clients.
Prior to starting Integer, Sam spent eight years as Senior Manager with Deloitte where he served on the Investment Committee and launched Deloitte’s investment advisory practice. Sam received a Bachelor of Science Degree in Business and Management from the Ohio State University and MBA from Kennesaw State University. He is a Registered Investment Advisor Representative and also holds the Certified Investment Management Analyst® certification (CIMA®)
Sam is married, a father of four, and has one grandchild. He lives in the Atlanta metropolitan area.