As an Investment Assistant at CRS, Sam walks clients through the financial planning process, assists the lead advisor in meeting completion and follow-up, does fund research and works collectively with the CRS Enterprise Team to provide client services. He is currently working through the CRS training program to become a team advisor.
Sam is from Granville, Ohio a small college town east of Columbus. In May of 2018 he graduated from DePauw University in Greencastle, Indiana where he earned a Bachelor of Arts in Economics with a concentration in finance. While at DePauw Sam was a member of numerous campus organizations including the NCAA Men’s Swimming and Dive team and the Beta Theta Pi Fraternity.
In his professional career Sam has had financial services internships that include experience in banking security and financial advising.
In his free time Sam enjoys working out, keeping up with Ohio and Indiana professional sports teams (this includes the Browns) and exploring breweries/restaurants in the Midwest with his friends and family.