Investment Advisor Representative | Asset Marketing Systems
Sam has almost 40 years of experience in the Insurance and Financial Services industry. He participates as a guest speaker at our Retirement Planning Expo, on our radio show and for our webinars. As an Agency owner, Manager, Product Wholesaler, and Business Consultant, he is very familiar with all aspects of the Insurance and Financial services world. Sam is an Investment Advisor Representative holding a series 65 License in California and has received the Retirement Income Certified Professional® Designation (RICP®) In addition, Sam holds Life, Health, Property and Casualty Licenses.
Of the financial services business, he states:
“As a Manager, Wholesaler, and Consultant, I witnessed inconsistencies between what products were designed for and what they were being expected to do by both financial professionals and the general public. It is my goal to educate the general public and help in managing the risks for their assets, liability and their lifestyle.”
"All my working career I have helped individuals and businesses manage risk, the risks I manage today are different than the risks I managed when I was 25, 35, even 45. The risks I focus on today are the risks retirees will face in retirement, I agree with Benjamin Graham’s statement ” The essence of investment management is the management of risk, not the management of returns.”
A native Texan, Sam has had the good fortune to live in various regions of the world, including northern Canada and Indonesia. These experiences allow him to have a broad view of political and economic events around the world and their effect on our economy here in the USA.
Sam has been married to his childhood sweetheart Debbie for over 40 years; they have two married children, and four grandsons. In his spare time, Sam enjoys hiking, reading, studying languages, and playing his Piano and guitars.