Since 1994, Sam has been an accomplished member of the financial services industry. He was promoted to management within two years of entering the industry. He joined New England Financial in 2002 and spent six years as a Managing Associate before being promoted to Assistant Managing Partner which was quickly followed by a promotion to Managing Partner. In 2014, Sam became the Managing Partner for Financial Partners of Upstate New York when they merged with New England Financial.
Sam is actively involved with the GAMA International Membership Committee and Foundation. A four-time GAMA International Career Development Award Winner, four-time New England Financial Top Recruiter and four-time New England Leaders Association Qualifier. In 2012, his agency won the Developmental Agency of the Year. In 2012 & 2013 was awarded a Leaders Conference Qualifying Firm and GAMA International Awarded his agency with the 2014 Master Agency Award, Top 250.
Raised in Boston, MA, Sam is a graduate of Canisius College, where he studied business and played football. He played semi-professional football for 12 years and he is currently a football coach with Pendleton Athletic Booster Association. Sam lives in Pendleton, NY with his wife Kristine and their three children Jasper, Victoria, and Sammy Lee.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies