Client Service Associate
Sam joined the Horizon Wealth Management team in 2022 after working at Fisher Investments as a Client Service Associate and Annuity Counselor for 3 years. Sam graduated from the University of Louisville in 2018 with a B.S. in Finance and has continued his education receiving his life and health insurance licenses.
As a Client Service Associate, Sam works alongside our Advisors by processing their client's requests including account openings, account transfers, and move money requests. He is a friendly voice on the phone for anyone looking to speak with Horizon Wealth Management.
With nearly 4 years of industry experience, Sam is excited to be back in his home state of Kentucky. Outside of work, you can find Sam rooting for the Louisville Cardinals, and time outdoors including playing soccer, tennis, and pickleball.