LPL Registered Administrative Assistant
Sam began in the financial planning industry working for William C. Larson in 2004 when he graduated from Central Washington University. Having developed his industry knowledge with Bill for five years Sam moved down to San Diego and joined the corporate headquarters of LPL Financial. He spent his first three years as service representative and the next seven years as an annuity product consultant with the sales desk. Sam returned to Seattle and re-joined Bill’s office (now Larson Financial Group) in 2019 as a LPL Registered Administrative Associate bringing with him fifteen years of industry experience. He looks forward to further expanding his career in financial planning as a member of the LFG Team.
Sam has a BA in business management, is a Financial Paraplanner Qualified Professional and maintains at LPL Financial his Series 7 and Series 66 licenses. He enjoys road trips and doing anything outdoors (golfing, hiking, camping, kayaking/boating, etc.).