Sam Shaw is a partner at R.B. Smith, joining the team in 2019. Sam has experience in financial planning, banking, and trust services. Sam is a CERTIFIED FINANCIAL PLANNERTM professional and a Registered Representative, holding Series 7 and 66 securities registrations with LPL Financial. He is dedicated to expanding and enhancing the exceptional service provided to our clients through a comprehensive financial planning process.
A lifelong resident of Valparaiso, Sam graduated from Purdue University West Lafayette with a B.S. in Financial Counseling and Planning. Sam resides in Valpo with his wife, Courtney, and their two children, Chloe and Joey. As their family continues to grow, Sam cherishes spending quality time with his kids, creating lasting memories and enjoying the simple joys of family life.