Sam Shaw is the newest associate of R.B. Smith Co. joining the team January 2019 with a background in financial planning, banking, and trust services. Sam is a CERTIFIED FINANCIAL PLANNER™ professional and is a Registered Representative, holding Series 7 and 66 securities registrations with LPL Financial. Sam joins R.B. Smith Co. with the position to expand and enhance 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 outside of work enjoys an active lifestyle and time spent traveling