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Marketing & Business Development


Hometown: Southern California

Education: MBA, BS – Business/Marketing

Experience: Agent of the year and Leaders member – MassMutual

Family: Wife – Kapri, Daughter – Selah

Hobbies: Hockey, Drums

Favorite quote: “Let every man abide in the calling wherein he is called and his work will be as sacred as the work of the ministry. It is not what a man does that determines whether his work is sacred or secular, it is why he does it.” – A.W. Tozer

Favorite food/restaurant: BBQ – Heim & Pecan Lodge, Pho – PhoHouse

Area of focus in business: Entrepreneur Business owners, pension maximization for individuals

Business Focus: Creating options for business owners and individuals aiming to maximize capitalization of their own business pension and reduce tax erosion. To help secure a stable and predictable retirement for clients.


Why IFG? Coming from a “big box” firm culture, Sam was drawn to an organization that focused on genuine solutions for clients and operating with Integrity, transparency and excellence.