Sam, Derieck, and their team at Anchor Pointe are dedicated to creating thoughtful, multi-generational financial plans that empower clients to live freely and with confidence. Sam firmly believes that managing investments without a financial plan is analogous to setting off on a journey without knowing the destination. Through deep, values-driven conversations, he helps shift the focus from questions such as, “Do I have enough?” and “When can I retire?” – to “Now that I know I have enough, how can I best support the people and causes I care about most?”
Sam is a CERTIFIED FINANCIAL PLANNER® professional with a B.B.A. in Finance and Banking from the University of Missouri. He began his career on the institutional side of the finance industry, gaining valuable experience in banking and investment consulting and applies that institutional rigor to personal wealth. From 2017-2022, Sam worked alongside Derieck as an investment consultant. He earned his CFP® designation in 2021 and officially joined Anchor Pointe in 2022.
Sam lives in Highland Park, IL, with his wife and high school sweetheart, Taylor, their two children, and their two dogs. Sam enjoys spending time on the water, crafting cocktails, snowboarding, and traveling. On occasion, he will even attempt a round of golf – though with admittedly mixed results.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
