Meet Sam
Sam is a Wealth Advisor based in Rockwall, Texas. He graduated with an MBA from Louisiana Tech University in 2018 and began his career at the Federal Deposit Insurance Corporation (FDIC) examining banks. In 2021, Sam joined Fisher Investments as a financial advisor before joining Mercer Advisors in early 2025. He holds the FINRA Series 65 license.
Sam’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Sam has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Switching careers while keeping your finances aligned and on track
His working style
Sam is known for building relationships and working with clients throughout all market cycles. He builds deep, long-term relationships with clients to help ensure that he can provide the best advice possible and tailored to the client.
Sam in real life
What keeps you busy outside of work?
I got married in the summer of 2024 and we are building our family. I play a lot of tennis and volunteer at my church.
How do you give back?
I give back by working with organizations like the American Cancer Society, the Genesis Women’s Shelter, and my church.
Any words you try to live by?
“You can only be better than the person you were yesterday.”
Sam’s snapshots
Meet Sam’s Teammates
Anna Apodaca
Partner
What Sam Says
Anna is a great manager and mentor, and excels at being a relationship builder with both clients and colleagues.
Sydney Hacker
Wealth Advisor
What Sam Says
Sydney and I work together to ensure that we are providing our clients with the right advice. We’re always looking for new ways to engage with clients and new strategies to build the right financial plans for each of our clients.
John Mazzei
Regional Vice President
What Sam Says
John and I work together to come up with creative and practical solutions for new clients joining Mercer Advisors. John is the first one to work with a client and then brings me in to help make sure the client has the best experience possible.
Ready to learn more?
Explore More
Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds
January 14, 2026