Hi, I’m Sam!¬†

Let’s determine if we are potentially a good fit for your unique needs or get you pointed in the right direction. We can also share our process for helping you evaluate our firm!

About Sam

Sam has been with Cornerstone since January 2023 and it has been a joy to help families discover their true purpose for money.

Sam spends most of his time as a client service team member and bookkeeper for Cornerstone, and he is also working to complete his advisor licensing this year.

Outside of work, he loves spending time outdoors with his fiancé, Ani. The wedding is this coming fall!

Take the first step towards financial peace