Sam joined Oder Investment Management in September of 2021 as an Associate Wealth Advisor. Sam’s responsibilities include assisting with portfolio management, client servicing, new client generation and construction of financial plans.
Prior to joining OIM, he worked in the financial services industry with Merrill Lynch. He continues to be dedicated to anticipating client needs while using financial markets to positively impact their lives. Clearly identifying each client’s desires and priorities is the foundation of his service.
Sam grew up in Fullerton, California and attended Biola University where he earned a Bachelor of Arts degree in Accounting. While at Biola he also played on the golf team.
He currently resides in Sherman Oaks. His passions include golf, soccer, traveling, cooking, and cars.