Sam Cregg

How do I help clients Live a Richer Life®?
As a Business Development Manager, I strive to understand what is most important to clients both in their personal and financial lives. This allows me to ensure I am driving value and delivering on their goals. I am proud to work for a firm that focuses on client experience and ultimately help people live a richer life.

How do I align my time and money with my values and passions to Live a Richer Life®?
To me, money and time are tools that I use to be in places and with people that are most important to me. My core values were engrained in me through family and friends, and those ultimately drive every decision I make related to my life. I can pursue my passions through these values, allowing me to live my richest life.