Sammy joined Summit Financial Group in 2026 with four years of experience in Financial Planning experience that included supporting a wide range of clients in the Bay Area. He has experience supporting relationships from high-net-worth families to individuals, helping to navigate their complex financial plans and provide clarity to their personal finances.
Most recently, Sammy served as a Senior Paraplanner with Osaic Wealth, Inc., overseeing the creation, delivery, and maintenance of Financial Plans as well as supporting a group of Osaic’s advisors with client-related tasks. He holds his Series 7 and Series 66 securities registrations as well as his CA Insurance License #4223025. Sammy also holds his Chartered Retirement Planning Counselor designation.
Prior to beginning his career in the financial services industry, Sammy was born and raised in San Diego, CA and attended Lewis & Clark College in Portland, OR where he received his Bachelor of Arts in Economics and History. A student-athlete as well, Sammy played four years on Lewis & Clark’s baseball team during his college career.
In his free time, you can find him at the gym, cheering on his hometown Padres, or spending time with his girlfriend Ashley and their dog Maddie.