Sam has been in the life insurance industry for more than 10 years and joined the TBA team in 2023.
Sam’s primary focus is serving as a trusted resource for advisors and providing valued insight on permanent solutions for advisors and their clients. In addition to working directly with advisors on comprehensive risk management strategies, he also works directly with our advanced market team and the advisors they serve. With experience at both the carrier and brokerage level, Sam’s well-rounded experience makes him an invaluable asset to advisors.
Sam holds life and health insurance licensing, along with Securities Registration Series 6, Series 63. He graduated from Ohio University with a Degree in Business Administration.