portrait33Senior Partner

Samuel graduated from the College of Business at Florida State University, majoring in Risk Management and Insurance with a focus in Financial Planning and Wealth Management. He specializes in Retirement Planning, Estate Planning, and Investments for retirees, executives, and small business owners. Samuel routinely lectures on Risk Aversion in retirement and developing a predictable retirement plan. Samuel currently holds a Series 65 Investment license. Samuel is married to Katie Dixon who also attended FSU, majoring in Psychology for her Bachelors and Family and Child Sciences for her Masters. They are currently raising their first child, Clark.