MEET THE TEAM

With over a decade of experience as a financial advisor, I’ve gained a wealth of knowledge in helping individuals and business owners navigate their financial journeys. My primary focus is on financial planning because I believe a solid plan is the foundation of any successful financial strategy. Without it, how can we truly determine if your investments are the right fit for your unique needs? A well-crafted plan allows me to offer financial advice and investment guidance, helping my clients pursue their goals. I dedicate much of my practice to working with business owners. As an independent financial advisor and a business owner myself, I understand the challenges of growing both a business and a family income. It’s not easy, and that’s why I’m passionate about helping my clients maximize what they keep through effective tax strategies* designed to support growth and financial security. On a personal note, I’ve been married to my incredible wife, Kimber, since 2007. We have two amazing daughters, Avrie and Ryann, who keep life exciting and full of joy. As an Arizona native, I love spending my free time outdoors with my family, exploring and creating memories together. Kimber plays a key role in our business, handling scheduling and event planning, and I look forward to the day Avrie and Ryann can be part of the family business too.

I'm passionate about helping individuals and families work toward their financial goals and plan for their financial futures. I hold Series 7 and Series 66 registrations, as well as an insurance license, which allows me to support clients with a range of financial planning and wealth management needs. I also enjoy helping clients navigate the financial considerations involved in estate planning, including planning for the future, protecting assets, and considering the needs of their loved ones. I work alongside clients to help ensure their financial plans align with their goals and priorities. As an Arizona native, you can usually find me at the pool, attending or watching a sporting event, enjoying a country concert, or spending time with family, including my six nieces.

Joining Sampson Capital Advisors marks an exciting new chapter in my professional journey, and my passion for helping people build and preserve wealth has been the driving force behind my career for 25 years. I’ve spent decades guiding individuals, families, and business owners through the complexities of financial planning and investment strategy, always with a focus on trust, transparency, and long-term success. My approach to investing is rooted in disciplined research, risk management, and a deep understanding of market cycles. By tailoring portfolios to each client’s unique goals, time horizon, and risk tolerance, I build strategies designed to weather volatility while capturing long-term growth. As a firm believer in diversification and proactive asset allocation, I continuously monitor and rebalance portfolios to adapt to market shifts and economic changes. This proactive, client-centered philosophy has led to strong, consistent results and long-standing relationships built on serving clients with integrity. When I’m not focused on financial strategy, I’m most often found investing time in my family, which includes my wife, Jenni, and two teenagers, Barrett and Hallie. Both kids are dedicated students and involved in various sports, including cross country, track, and flag football—keeping the family schedule beyond full. We enjoy hiking, skiing, and practicing Krav Maga, and I am passionate about researching and living a healthy lifestyle, constantly exploring new ways to maintain physical well-being.

I am a 3rd-generation Arizonan who graduated from NAU and have spent 30 years in business. During my career, I have also lived in Texas, California, and Oregon. I have raised two children—a daughter with two grandsons in Tempe, and a son who is a pilot in the Army. I am the proud Gold Star Son of an Air Force Fighter Pilot. My practice is open to anyone seeking education and possibly partnering in Financial Planning and Investments. Outside of work, I serve as Treasurer and Board Member for The Singleton’s, which serves single parents with cancer, and on the National Cemetery of Arizona Memorial Day Committee.