Sam believes that success comes from a combination of hard work, perseverance, and continuous growth. His guiding philosophy, “Be Tenacious. Duck your head and do the work,” drives both his personal and professional life. This mindset shapes his commitment to delivering personalized financial advice that aligns with his clients’ long-term goals.
As a third-generation Certified Public Accountant (CPA), Sam learned early that accounting is the “language of business” and that a strong foundation in accounting is crucial to success in any business venture. He pursued his studies at The Ohio State University, earning a Bachelor of Science in Business Administration with a focus in accounting and economics, followed by a Master’s in Accounting.
Sam began his career as a CPA in the assurance practice at Ernst & Young, where he developed a solid foundation in business fundamentals and worked closely with business owners to address complex financial challenges. During this time, Sam discovered his true passion for connecting with people and developing forward-thinking solutions. This led him to wealth management, where he became a Wealth Planning Analyst at UBS, earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and helping high-net-worth families and business owners create comprehensive financial plans. He later continued this work as a Financial Advisor at Morgan Stanley, before founding Tenacity Private Wealth.
With his background in accounting and expertise in tax planning and investment strategies, Sam offers clients a well-rounded perspective on wealth management that considers both personal and financial goals. As President of Tenacity Private Wealth, Sam has built a firm focused on long-term, sustainable relationships with clients. His approach centers on collaboration and transparency, ensuring clients feel like partners working toward shared success. Sam’s investment philosophy emphasizes consistency, discipline, and a future-focused strategy, helping clients achieve financial security while they focus on what matters most.
Beyond his professional work, Sam is deeply involved in his community. He serves as Treasurer for both the Upper Arlington Education Foundation and the Upper Arlington High School Boys’ Lacrosse Team. Sam is also an active supporter of The Ohio State University, where he serves on the Fisher College of Business Alumni Board and the Estate and Gift Planning Professional Advisory Council.
Sam shares his life with his wife, Sarah, and their two sons, Carter and Hayes. They enjoy spending time as a family, cherishing the everyday moments. A proponent of lifelong learning and physical fitness to stay focused and energized; Sam believes in the importance of balance, ensuring that work, family, and personal growth all coexist harmoniously. This commitment drives the culture at Tenacity Private Wealth, where he inspires clients and team members alike to strive for excellence in all areas of life.
Looking ahead, Sam envisions Tenacity Private Wealth continuing to grow, fostering a culture of collaboration where both employees and clients work together to achieve shared success. For Sam, his work is more than just a career—it’s a lifestyle. When your work aligns with your core values, it becomes an extension of life itself.
