Sam has 20 years of experience in the insurance & financial services industry. He specializes in comprehensive financial planning, wealth management, estate planning, and insurance services for individual clients. Additionally, he helps businesses attract, reward, and retain key employees using employee benefit strategies and executive carve-out programs. 

Sam started his career at Northwestern Mutual in 2003 as a financial planner, where he received extensive training on insurance & financial planning. In 2005, he went to work for AXA Equitable in New York, NY as a Retirement Consultant focusing on retirement planning for both individuals and Fortune 1000 companies. Sam Barber graduated from St. Lawrence University and has obtained the following professional designations: Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Chartered Life Underwriter (CLU). He resides in CT with his wife and three children.