Sam serves as partner, financial advisor, and our leader of planning operations. Sam is a graduate of Michigan State University and began his career as an executive in management and operations with one of the largest retail companies in the world before dedicating his career to financial planning in 2018. 

Sam's dedication to his work and pursuit of knowledge is exemplified by his pursuit of the Certified Financial Planner™ (CFP®) designation, demonstrating his commitment to the highest financial planning standards.  Sam is also a member of the Financial Planning Association of Indiana, furthering his education and dedication to his craft.

Before transitioning into financial services, Sam met his wife Brittany while she was completing her studies at Indiana University School of Dentistry. After personally feeling the heavy burden of Dental School student loans, Sam felt a calling to support others and made it his mission to help support others on their financial journey. Today, he enjoys helping others in their pursuit life after work.

Outside of work, Sam and Brittany spend summers at their lake house in North Webster, Indiana, embracing outdoor activities like boating, golf, tennis, cycling, and walking their dogs. His commitment to community service is highlighted by his participation in the Ability Experience, where he cycled across the country to raise awareness and funds for people with disabilities.

SNeff@YourLifeAfterWork.com

800-829-4001