Samuel B. Stacey, CEPA®, ABFP™
Sam joined Nilsine Partners in the spring of 2022. He is registered as a financial advisor and works closely with the other advisors on the team. Sam received his Bachelor of Science degree in Marketing at the Marriott School of Business, Brigham Young University, with an emphasis in Consumer Behavior and Brand Management. Sam has earned the Certified Exit Planning Advisor® (CEPA®) designation through the Exit Planning Institute. He also holds the Accredited Behavioral Finance Professional™ (ABFP™) designation.
Sam dedicates himself to being a fiduciary for each client. He believes in educating clients and working diligently in recognizing their individual needs, paying attention to details, and helping them expand their portfolios. Sam is excited to be working in the financial industry, specifically working with Nilsine Partners, in building strong, trustworthy relationships.
Sam is originally from Alpine, Utah, but now lives in Colorado with his wife, Annika. He and his wife enjoy traveling, hiking, skiing, and supporting the various sporting events that Colorado has to offer. In his free time, Sam loves golfing, all water sports, and woodworking.