Sam is the Chief Financial Officer for Jefferson East, Inc. and East Jefferson Development Company. Sam has been in a Chief Financial Officer role for over twenty years in technology, consulting, construction, payment solutions, and real estate companies. In addition Sam is a Certified Public Accountant, Certified Merger & Acquisition Advisor, and a licensed Real Estate Sales Person.

Sam’s thirty-five plus years of experience has come in many different industries including consulting services, software development and sales, real estate development and construction, and manufacturing in both process and job cost environments gaining experience that is applicable across a variety of businesses. Sam has taught accounting, finance, and economics at four local colleges drawing on his experience in business to complement his education while gaining additional insights from his students. He continues to strive to obtain new knowledge and experiences that provide him the tools that bring value to his employer.

As a finance professional, Sam knows that value creation is the key to success in any venture. As a real estate agent, the value Sam brings is in recognizing that his clients are his employer and he must bring them value with each interaction. This is accomplished by listening carefully to the client’s desires and working diligently to serve those desires; but always with honesty and clarity, relying on building a trusting relationship with each client.

Specialties: Strategic Planning, Budgeting / Forecasting, Cash Flow Analysis and Projection, Capital Structure Analysis

  • Prior to Real Estate I

    I am a CPA and have been a CFO for several companies over the past 20 years. I also teach at the college level as a hobby ... finance, accounting, and economics (when they let me.)

  • My Parents Taught Me

    To respect everyone, treat them with dignity, and always be polite.

  • Best Vacation Ever

    17 days in Florida in March 2006, Siesta Key, Busch Gardens, Omni Champions Gate and finally Hyatt Coconut Plantation in Bonita Springs ... kids couldn't wait to get home ... I never wanted to leave.

  • Guilty Pleasure

    I love a cigar and a glass of MacAllan's 12 year old scotch while enjoying a Man, Economy, and State by Murray Rothbard. It informs much of my worldview. challenging book. It has enabled me to read way above my intellect.

  • Best Book Ever Read

    Man, Economy, and State by Murray Rothbard. It informs much of my worldview.

  • Favorite Quote

    “The Only Easy Day Was Yesterday.” Navy SEAL quote: meaning, every day requires you to prove yourself. In restrospect, after accomplishing it, it seems relatively easy.

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