Sam currently serves as the Client Relationship Manager for the HPM Partners’ Retirement Advisory Division to provide onsite support for plan sponsors to ensure fiduciary obligations are met. Additionally, he serves as a member of our financial wellness coaching team to deliver one-on-one financial coaching to employees.

Sam joined Pension Architects in 2011 and has worked in multiple areas of the firm’s operations, with a focus on client services and operations. He facilitated client-requested service and administrative changes to the plans as well as oversaw compliance, tracking, and reporting of plan operations.

Pension Architects merged with HPM Partners in January 2013.

Sam is an Accredited Investment Fiduciary® (AIF®) and a Chartered Retirement Plan Specialist (CRPS®). He holds a Bachelor of Arts in International Studies from Pepperdine University.

In his free time, Sam runs a non-profit soccer organization overseeing eight teams and more than 200 players in the greater Los Angeles area.