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.
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?
Strengthening Your Finances as a Millennial in Tech
Understanding the Ins and Outs of Stock-Based Compensation
Inquiries about speaking
PRICE: $3,500 – $5,000, plus travel expenses, depending on the duration and size of audience