Sam has 14 years experience managing assets for retail clients. Early in his career he developed a large, successful financial planning practice under the Ameriprise platform. His success lead him to become a district manager responsible for recruiting, training, and developing new financial advisors while managing his own personal practice. He sold his practice and established Trinity Fiduciary Partners as a Registered Investment Advisor in January 2005.

Trinity provides financial planning, investment consulting and discretionary asset management for clients. Sam conceived the idea for a Catholic mutual fund and managed the process for creating, registering and launching the Epiphany Fund. He currently serves as Portfolio Manager and primary spokesperson for the fund. As such, he has appeared in several national media outlets, including Time Magazine, Barron’s, the National Catholic Register, and a variety of local Catholic radio programs.
Sam is a graduate of Baylor University. He is a member of Legatus and the Knights of Columbus. He holds FINRA Series 7 and 65 licenses and is a Certified Financial Planner.