About Sam
Sam focuses on guiding dentists and their families through holistic wealth planning. He knows focusing on what, and who, is most important to his clients helps create a comprehensive plan to achieve long-term financial and personal success. He offers wide-ranging planning services to help clients address risk and insurance, estate and tax planning, and other goals – unique to each client.
Sam has focused much of his career serving dentists and their families, focusing on profitability and proactive tax planning for dental practices.
Sam and his wife, Lori, live in North Bend, Washington, at the foot of the Cascade Mountains. They enjoy the many outdoor activities the Pacific Northwest provides—especially hiking and powerwalking. They are also proud parents of two recent college graduates.
Education and Professional Milestones
-University of Montana - business and accounting graduate
-Golden Gate University - master’s degree in federal income taxation
-Was a principal and the director of wealth management services and advanced tax planning of the Dental Group LLC/Martin Boyle PLLC/Dental Wealth Advisors LLC
Sam focuses on guiding dentists and their families through holistic wealth planning. He knows focusing on what, and who, is most important to his clients helps create a comprehensive plan to achieve long-term financial and personal success. He offers wide-ranging planning services to help clients address risk and insurance, estate and tax planning, and other goals – unique to each client.
Sam has focused much of his career serving dentists and their families, focusing on profitability and proactive tax planning for dental practices.
Sam and his wife, Lori, live in North Bend, Washington, at the foot of the Cascade Mountains. They enjoy the many outdoor activities the Pacific Northwest provides—especially hiking and powerwalking. They are also proud parents of two recent college graduates.
Education and Professional Milestones
-University of Montana - business and accounting graduate
-Golden Gate University - master’s degree in federal income taxation
-Was a principal and the director of wealth management services and advanced tax planning of the Dental Group LLC/Martin Boyle PLLC/Dental Wealth Advisors LLC