Everyone deserves a plan
That’s how Sam sees it. Personal experience has shaped his perspective – and his passion. Watching family and friends wrestle with finances taught Sam that smart people aren’t always smart about money. As a result, Sam made it his life’s goal to use his skills to guide others toward achieving financial security.
Samuel Crump, CFP, RICP, CLU, ChFC
Partner & Private Wealth Advisor
Serving the North Carolina Triad, Triangle and Charlotte Areas