Investing has interested Sam since a young age, picking his first stock investment at the age of 11. He grew up learning firsthand from his grandmother's example how proper planning and investing can make a difference in a family's financial future. That knowledge and experience drives his passion to help others learn the importance of having a financial plan. Upon graduating from the University of Delaware in 2000, Sam was naturally drawn to a career in financial services.
Since then, Sam has more than two decades of experience in financial services and personal equity trading. Prior to joining Michigan Retirement Advisors, Sam spent 12 years with MFS Investment Management helping financial advisors in New York City, and most recently Michigan, learn better ways to serve their clients. Sam has passed the Series 7, 63, 65, and 24 securities exams held through LPL Financial and holds Life and Health insurance licenses in Michigan and New Hampshire.
Sam spends his free time with his daughter Evelyn and their dog Buddy.
Adam is a Client Service Specialist. He began assisting Adam Weiner in April 2021 helping expedite office duties facilitate and client relationships. In his spare time he is a big movie buff as well as a huge basketball enthusiast and die hard Detroit Pistons fan.