Ranked by Investopedia

one of the top 100 most influential financial advisors in the country

I provide financial education and empowerment in a way that very few financial professionals can.

Companies I’ve spoken at

Since entering the profession while in business school and learning the ins and outs of the financial planning profession, I have been intentional about building a modern wealth management firm that caters to the financial needs and challenges facing Millennials.

I founded Deane Wealth Management, an investment advisory firm specializing in financial planning and wealth management for Millennials in technology.

I am regularly featured in the media as a personal finance expert, am a contributing writer at Morningstar, and served as an adjunct personal finance professor at Baruch College.

Bring me into your company or organization to talk with tech employees about the issues they care about: stock-based compensation, balancing competing financial goals, their 401(k), and their role in the tech industry.

I am based in Atlanta, Georgia and am happy to travel to you. If you are far away or prefer “Virtual Sam”, I am also available for video presentations.

Audiences love these topics

I will happily accommodate other requests

Your Company is Going Public. What Should You Do to Prepare?

Congratulations! Finally, this company stock might be worth real money. Liquidity events bring a lot of moving parts and unknowns: lockup periods, IPO price, tax liability, and future stock performance. Maybe you have stock options, maybe RSUs, maybe both! I help you understand how it works—especially taxes—and what the possible outcomes are. And then we take that understanding and figure out how you can use this opportunity to best support your ideal life.

Strengthening Your Finances as a Millennial in Tech

Enjoy an entertaining and practical approach to understanding personal finance through the lens of a Millennial in tech. I will reveal the financial challenges facing Millennials and provide the means to overcome them. Through candid advice and humor, this presentation delivers the essential lessons in personal finance, allowing you to take control of your financial life and increase the odds of achieving your goals.

Understanding the Ins and Outs of Stock-Based Compensation

The various ways equity can be granted to employees as compensation are notoriously complex. For starters, there are a few common types of employee equity compensation plans: stock options, restricted stock and restricted stock units (RSUs), and employee stock purchase plans. Each type of equity compensation vehicle has unique characteristics. You must know the rules before you play the game. I will help you understand the ins and outs of stock-based compensation to help you make better decisions for your personal life and avoid some common and costly mistakes. I will happily accommodate other requests.

Inquiries about speaking

PRICE: $3,500 – $5,000, plus travel expenses, depending on the duration and size of audience

Interactive & entertaining