Founder’s Story

Hi, I’m Sam. I’ve always felt that financial planning goes beyond the numbers—it’s about creating meaningful opportunities, reducing stress, and building a lifestyle that you find completely fulfilling.

I began my career working primarily with soon-to-be-retirees and retirees; helping them navigate the complexities of retirement planning and wealth management. Long weeks and late nights in those early years gave me invaluable experience in crafting strategies to ensure financial security and legacy in life’s middle and later stages—experience I still draw on today. While I continue to work with some of those incredible clients, I felt a growing call to serve my own generation.

My fellow millennials face a unique set of financial challenges. From juggling student debt and finding affordable housing to navigating equity compensation and managing the changing investment landscape. All of this while properly planning for the future. Too many lacked access to relatable, effective financial advice tailored to their needs. I started WealthGuides to change that. I’m proud that we’re able to offer financial planning, investing and wealth management services that empower millennials without requiring them to buy products or hand over their portfolios— they get straightforward advice — paid for the way they want to pay.

On the personal side, I grew up in Ohio but I have lived in Indiana for over 10 years and proudly call the Hoosier state home. While I love helping my fellow Hoosiers, it’s a privilege to support clients in so many great cities and towns throughout the U.S.

When I’m not working, you’ll find me running, reading, traveling, hanging out with friends and family, sipping whiskey, rooting for the Columbus Blue Jackets or fathering our noble cat, King Louis. I’m a lifelong learner, always exploring new ideas and challenges. Whether it’s diving into a new hobby or pushing myself to master a skill, I’m passionate about growth—in my personal life and my work life.

At the core of my work is a steadfast commitment to creating a community-driven firm dedicated to helping people achieve financial peace of mind and true lasting fulfillment. Their success is my success, and I am deeply grateful for the privilege of serving the people that I do.