As Chief Business Development Officer at Commonwealth Financial Group (CFG), Sam oversees and helps entrepreneurs enter financial services, build successful financial planning practices, and become enterprise owners. He leads and mentors advisors through CFG’s Financial Planning Mastery Program while maintaining his own established practice, bringing firsthand business experience to the advisors he develops. His work includes guiding veterans, small business owners, and sales professionals as they transition into financial planning.

Sam’s leadership is grounded in his experience as a U.S. Army infantry officer, leading units of 30 to 150 soldiers in the United States and overseas. His assignments have spanned from an infantry and scout platoon leader, to company command, and intelligence operations abroad. While being an active member of the Vermont Army National Guard, he deployed to the Middle East in 2021 as an intelligence officer supporting Operation Spartan Shield and to Europe in 2022 as a rifle company commander supporting Operation Swift Response. These experiences shaped his emphasis on clear direction, accountability, and developing others to lead.

His commitment to service extends to his community. In 2021, While Deployed, Sam helped raise more than $84,000 in donations for displaced families in Afghanistan. He joined the Friends of Jack Board in 2022 and also served on the Norwich University Alumni Association Board. A 2013 Norwich University graduate with a bachelor’s degree in history, Sam lives on Massachusetts’ South Coast with his wife, Sarah, and their three children. He enjoys family travel, golf, baseball, and football.