About
Sam is a retirement plan consultant who works with businesses of all sizes to implement and monitor defined contribution plans so employers can help their people retire with dignity. Sam enjoys helping people “uncomplicate” the retirement plan space. Whether it be helping an employee better understand their retirement plan, helping a company better understand their fiduciary responsibility or the world of investments, he prides himself on simplifying complex topics. Before joining OneDigital, Sam worked at MFS Investment Management, where he sold mutual funds to financial advisors and institutions. Sam currently lives in Framingham, MA, with his wife Georgia and dog Scout.
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
