Prior to founding Redwood Wealth Management Group, Sam was a Founding Partner at Lane Bridgers Schill, where he spent more than 12 years helping clients achieve their financial goals. Before establishing his own wealth management firm, he served as Senior Vice President at PNC Investments, joining the firm in 2000 after several years as an investment advisor with Philadelphia Investors (and its predecessors) in Moorestown, NJ.

With over 40 years of experience, Sam has built a reputation as a trusted advisor to successful business owners, professionals, executives, and retirees. He focuses on managing client assets with a disciplined approach, leveraging his expertise in identifying compelling investment opportunities across both fixed income and equity markets.

A graduate of Rutgers University, Sam resides in Medford, NJ with his wife, Donna, and their two daughters. Outside the office, he enjoys golfing and spending quality time with his family.

Financial Focus Areas:

Business Owners & Entrepreneurs
Retirement Planning
401(k) & 403 (b) Management & Planning
Family Wealth Transfer
Annuities, Life Insurance & Long-Term Care
Financial Review of Wills & Trusts
Tax Planning Strategies
529 College Funding Strategies