Sam has developed a particular focus on ESOP-related planning and succession strategies for privately held businesses. He works with business owners evaluating liquidity events, ownership transition structures, tax-efficient succession strategies, and long-term wealth management before and after an ESOP transaction. His work is especially focused on helping owners coordinate the personal financial decisions that often sit outside the transaction itself, including tax strategy, estate planning, investment management, and 1042 strategy implementation.
Sam helps clients manage complexity, identify the key drivers behind major financial decisions, and build wealth with greater clarity and purpose. His planning philosophy centers on reducing conflicts of interest, simplifying important decisions, and meeting clients where they are: whether helping a business owner think through succession and liquidity or guiding a high earner from strong income to lasting wealth.
Prior to joining Crusonia Wealth Advisors, Sam worked as a Financial Advisor at Valeo Financial Advisors and as a Portfolio Manager at Regions Private Wealth Management.
Sam holds a Master’s degree in Trust and Wealth Management and a Bachelor’s degree in Business Administration with a minor in Economics, both from Campbell University.
A Colorado resident with a love of the outdoors, Sam is an avid reader, runner, cyclist, and aspiring sommelier. He can usually be found walking his dog, Hazel, around Washington Park with his wife, Austen.
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