Meet Sam
I joined SRQ Wealth as a Finance Intern to support the team in delivering an exceptional client experience. In my role, I assist with preparing meeting materials, supporting the planning process, and helping ensure clients feel understood, cared for, and confident in every interaction. I take pride in building personal connections and learning about each client’s goals, family, and financial priorities. Understanding what matters most to the people we serve helps me contribute in a more meaningful and customized way.
I am currently pursuing my Bachelor’s degree in Finance at Florida State University and expect to graduate in the Spring of 2026. My academic work has strengthened my interest in financial planning, investments, and relationship-based advising, and I enjoy applying what I’m learning to real scenarios here at the firm.
Outside of work and school, I’m passionate about health and fitness. I love cooking, playing sports, and getting out on the golf course whenever I can. I also enjoy spending time with my friends and family, laughing, joking around, and making good memories. Staying active and connected to the people I care about is what motivates me every day.