Branch Operations Support
Office: (585) 484-1400
Toll-Free: (800) 480-1580
Sam joined Monarch Wealth Management in January of 2022. As the newest member of the team, he is primarily focused on learning the ins and outs of the business while helping to contribute to the overall success of the firm. Currently, he is learning the technical side of the business as well as contributing to marketing projects. Sam is also busy with market research and finds interesting and relevant topics to discuss on Monarch's own PennyWise Financial Podcast. Sam's long-term career goals include eventually becoming a licensed financial advisor, and is learning from the best!
Sam grew up in Fairport, NY and graduated from the University at Buffalo with a degree in Communication and a focus in Marketing in 2021. In his free time he enjoys watching sports, listening to music, and spending time with friends and family. During the warmer seasons you can find Sam on the golf course and enjoying the nice weather. When the temperature drops, he trades his golf clubs for skis, and frequents New York's ski resorts.