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MEET THE TEAM

The Specialists 
Behind Your Financial Independence

Your financial journey deserves a team of experienced, dedicated advisors who put your success first. We are committed to providing strategic, fiduciary-driven guidance tailored to your needs.

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Our Approach

A Client-First Philosophy, Built on Qualified & Expertise

At Sampson Capital Advisors, we believe financial planning is personal. Our advisors take the time to understand your goals, challenges, and aspirations, creating customized strategies that aim to work towards long-term financial freedom.

Fiduciary Commitment 

Acting in your best interest, always.

Personalized Strategies

No cookie-cutter strategies—tailored plans for each client.

Years of Experience

A team with experience across investments, tax planning, and financial growth.

Meet Our Leadership

Our team consists of seasoned professionals with diverse backgrounds and a shared passion for empowering businesses. Together, we bring a wealth of knowledge, expertise, and creativity to every project, with the goal of ensuring differentiated strategies and personalized service.

Andrew Sampson,  Chief Executive Officer,  LPL Investment Advisor Representative

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 sound plan is the foundation of any successful financial strategy.

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Cheyenne Gonzalez, Chief Operating Officer

As Chief Operating Officer, I focus on creating seamless, efficient, and client-centered strategies. With over nine years of experience in the industry, I hold through LPL my series 7, 66, and 24 licenses.

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Kimber Sampson, Scheduling Coordinator

I joined Sampson Capital Advisors as an Executive Scheduler in 2017, supporting my husband, Andrew Sampson. Working together as a team and building new relationships with clients has been an incredibly rewarding experience. Andrew and I have been married since 2007, and I love the dynamic we share both professionally and personally.

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Greg Birrell, Wealth Advisor

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. 

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Charlotte Gonzalez, Administrative Associate

As an Administrative Associate, I bring a strong background in project management and a keen eye for organization, communication, and follow-through.

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The Sampson
Capital Difference

Why Client's Value Us

  • We prioritize relationships. Your financial well-being is our mission.

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  • We bring expertise & strategy. Years of experience across wealth management, retirement planning, and tax planning.

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  • We simplify complex decisions. Clarity, transparency, and guidance every step of the way.

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Let’s Build Your Financial Future—Together.

We’re here to help you on your wealthy journey with a strategic, hands-on approach. Get in touch today to start planning with confidence.

Fiduciary financial advisor Sampson Capital Advisors, committed to client-first strategies and lasting impact.
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