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. Sam is a Certified Financial Planner (CFP) which enables him to assist SSB clients with their financial planning. His concentration is in the manufacturing, real estate and farming industries and comprehensive knowledge of the Affordable Care Act.
Sam is a member of the Ohio Society of Certified Public Accountants and the Mahoning-Shenango Valley Estate Planning Council. He also serves on the Board of The Piggyback Foundation of Youngstown. Sam is a graduate of John Carroll University in Cleveland and received his Master of Taxation from the University of Denver.