Sam is a Principal at SSB. He provides tax compliance, planning and research services for both business and individual clients. His concentration is in the manufacturing, real estate and farming industries. Sam is a Certified Financial Planner (CFP) and heads up our SSB Managed Wealth division assisting clients with their financial and retirement planning and investment management.

Sam is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Mahoning-Shenango Valley Estate Planning Council. He serves on the Finance and Investment Committee for the Community Foundation of the Mahoning Valley, as a Board Member of The Piggyback Foundation of Youngstown and as a member of the Finance Committee for St. Teresa of Calcutta in Warren. Sam is a graduate of John Carroll University in Cleveland and received his Master of Taxation from the University of Denver.