Meet Sam Hume
Sam is a Wealth Advisor based in Granbury, Texas. He joined Mercer Advisors in 2021 through the acquisition of Lakepoint Advisory Group where he was an advisor. Prior, he served at TD Ameritrade for 17 years as a Sr. Fixed Income Trader. Sam earned a M.S. degree in sports adminstration from Northwestern State University in Louisiana, a B.S. degree in secondary education and a B.S. degree in political science, both from the University of Southern Colorado.
Sam Hume’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 Hume has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- Family businesses navigating succession, liquidity, and legacy goals
- Guiding farm owners through succession, liquidity, and preserving multi-generational assets; specializing in timber harvests
His working style
Sam is known as a teacher. He has an ability to break complex topics down into easily digested bites. He is collaborative and views himself as part of your problem solving team. He doesn’t care about being right but cares very much about getting the solution right. He is very relationship driven and cares greatly about his clients and their lives. If you want more than someone who will just crunch the numbers for you and will join you on your financial journey, Sam will be an excellent fit for you.
Sam Hume in real life
Why do you like working at Mercer Advisors?
When my previous firm was acquired by Mercer Advisors, I had the choice to stay and offers to leave. I chose to stay because I feel that this firm is a place where the people I work with are all working toward a common goal — to provide our clients with great outcomes.
What keeps you busy outside of work?
My wife Jacqueline and I have two adult daughters. In addition to visiting them, we enjoy going to concerts, sporting events, and traveling.
What makes you tick?
I grew up on a farm and ranch in southeastern Colorado and began working at the age of eight. My parents were, and are, great examples of a strong work ethic, being involved in the community, and always looking for ways to grow and improve. These remain core principles in my life.
Meet Sam Hume’s Teammates
Aleesha Grimes
Sr. Manager, Client Service
What Sam Hume Says
Aleesha is a fount of knowledge and is a great go-to when questions come up around processes that will allow us to better serve our client base.
Anna Apodaca
Partner
What Sam Hume Says
Anna is fantastic when it comes to brainstorming and finding solutions for challenging client planning scenarios. Additionally, she challenges me to continually grow and learn so I can better serve our clients.
Derek DeMars
Client Service Specialist
What Sam Hume Says
Derek has been a great asset to Mercer Advisors clients and is always willing to help.
Candace Davis
Sr. Client Service Specialist
What Sam Hume Says
Candace is always available when an expedited item needs to be processed. She looks for the additional touch to add to the client experience.
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