Wealth Advisor

Specializes in: Building resilient retirement income streams and tax-efficient planning for clients in the accumulation and pre-retirement phases.

Sam's professional goal is simple: help families stretch their dollars and stop second-guessing financial decisions. This work is his passion.

Families come to our firm looking for answers, and we're dedicated to providing clarity. Sam's clients come in asking an array of questions:

• When can I retire?
• How can I be confident it will last?
• What am I missing?
• Is there anything else I should be doing than what I'm doing now?

This is much deeper than managing a portfolio. Our job is to answer your questions and use our expertise to guide you, so you know what pitfalls and opportunities may be on the horizon. Over time, clients start to feel like family, and it's our goal to treat their financial decisions with the same care we'd give our own.

Sam believes this process starts with a financial plan. Not just a retirement projection, but an in-depth analysis of everything in your life with a number on it, paired with a real understanding of what matters most to you.

Sam specializes in helping clients who are retired or within 10 years of retirement turn a lifetime of savings into dependable, tax-efficient income that doesn't depend on guessing what the market does next. For young families, he builds that same discipline in early: a coordinated plan bringing scattered accounts, tax strategy, and investments under one roof, so nothing gets left to chance later.

He also works closely with small business owners and self-employed professionals, whose retirement planning rarely fits the typical employer-plan playbook. The right guidance, and the costly mistakes to avoid, require a different kind of expertise than most advisors bring to the table.

For clients thinking beyond their own retirement, Sam helps families plan the thoughtful, tax-efficient transfer of wealth across generations, so what's been built is preserved and passed on with intention rather than lost to poor timing or an unnecessary tax bill.

As a fee-only fiduciary, Sam doesn't sell products or earn commissions. His only job is to build a plan that works in your best interest, full stop.

Sam is a CERTIFIED FINANCIAL PLANNER®, practioner and a summa cum laude graduate of Mississippi State University.

A native of Jackson, Mississippi, Sam is deeply rooted in the community Branning Wealth Management has served for decades. Outside the office, he's active in his local church in downtown Jackson. He and his wife, Chloe, live in Jackson and enjoy having friends over for Mahjong, grilling out, and watching college football.