Who We Are 
Samuel brings a disciplined, client-focused approach to financial planning, grounded in strong analytical training and a focused interest in helping individuals make informed decisions about their finances. He began his academic career at Texas A&M University, studying industrial distribution in the College of Engineering, where he developed a strong foundation in problem-solving and strategic thinking.
Committed to professional development, Samuel earned his CFP certification through the Financial Planning Program at SMU and continued his education at the University of Chicago Booth School of Business. He works with clients to provide clear, disciplined guidance as they pursue their financial objectives.
Born and raised in Kingwood, Texas, Samuel enjoys staying active and exploring new interests. He also enjoys cooking and grilling, spending time on the golf course or in the gym, and discovering the Dallas dining scene, with Al Biernat’s among his favorite restaurants. When it’s time to unwind, he enjoys a great thriller or mystery series. Balancing energy, curiosity, and a Texas-rooted perspective, Samuel brings professionalism and authenticity to his work and client relationships.