Sam Watkins, CFP®


Sam grew up discussing finance and economics around the dinner table with his family. Today, he uses that foundation to help clients build and secure wealth through academically sound financial planning. He is proficient at investment management, tax strategy, and retirement planning, bringing focus and attention to detail as essential parts of his work. Sam is passionate about finance and loves the satisfaction of building relationships and creating financial security for his clients.

Sam has a Bachelor of Science degree in economics from Brigham Young University, with coursework emphasizing finance and accounting and is also a Certified Financial Planner.
Sam is married and loves spending time with his wife, Halie, and their children. They live on a tiny farm and enjoy biking, skiing, and traveling together.

What do you like most about your job?
The best aspect of my job is the value I can add to people’s lives by helping them establish and secure their financial foundation. I deeply enjoy developing relationships of trust with clients and making a difference in their lives.

What did you want to be when you grew up?
A Paleontologist.

What is the thing you can’t live without?
My wife, Halie.