5 /5 Mapiav: I’ve trusted Sam as a personal financial advisor for at least 10 years, initially as a tax accountant and then as a financial planner. I can honestly say that he has helped me change my fearful attitude about having honest discussions about finances. Sam always has a very kind approach when meeting with me at least twice a year, though he is willing to meet more often, should I request it. Sam is approachable and personable, making a good effort to acknowledge my life interests and concerns, as he offers financial advice. I also enjoy working with Kelli in his office, who continues to provide great support regarding specific followup tasks. Both Sam and Kelli are very responsive and often send timely reminders when I need them. I also appreciate Sam’s work with the local community as a member of the Board of Trustees with St. Martin’s University.