Samuel D. Fries, CPA, CFP

Senior Manager

Sam is a Senior Manager at SSB and a member of the SSB tax team. 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.

Sam is a member of the Ohio Society of Certified Public Accountants and the Mahoning-Shenango Valley Estate Planning Council. He serves as Treasurer 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 Blessed Sacrament Church in Warren. Sam is a graduate of John Carroll University in Cleveland and received his Master of Taxation from the University of Denver.

News & Updates

4 min read

Time to Check Your Beneficiary Designations

For 2022, the federal estate tax exemption is $12.06 million (effectively $24.12 million for a married couple). With...

3 min read

401(k) Loans: Yay or Nay?

In today’s tough economy, you may find yourself struggling to cover your day-to-day expenses. But rising interest rates...

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