Sam Joined Abbit in 2023. He works as a relationship manager and investment advisor to individuals and businesses.

Before Abbit, Sam worked at two local investment advisory firms as a Financial Planner, Advisor Account Specialist and Paraplanner. Primarily, his work has been a culmination of creating financial plans, making investment recommendations and providing account resolutions for partnering firms and clients. Sam obtained a Bachelor of Finance from GVSU in 2019. While at GVSU, he served as President of the Seidman Investment Portfolio Organization (IPO) - the student run investment club. Sam also holds a Series 65 license.

In his free time, Sam enjoys spending time with his Fiancée Phoebe and 3-year-old son Harry. Whether it’s making improvements to their newly acquired historic home, mixing up cocktails, or taking walks around East Grand Rapids, there’s always something to be enjoyed.

Noteworthy Quote
” I know that I know nothing”
- Socrates