Meet Sam
Sam is a Principal based in Rockwall, Texas. He joined Mercer Advisors in 2025, bringing five years of experience in the financial industry. Sam served as an Investment Counselor at Fisher Investments for over two years. He earned a bachelor’s degree in finance and a Master of Business Administration from Louisiana Tech University, and he is a CERTIFIED FINANCIAL PLANNER® professional. Sam’s desire to serve underserved families inspired him to pursue a career in wealth management, and he is motivated helping his clients build wealth and achieve financial independence.
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:
- Guiding clients through living in retirement with steady income and smart planning
- 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
- 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 fostering long-term client relationships and providing steady guidance through all market cycles. He believes meaningful advice starts with a deep understanding of each client’s life and financial aspirations, allowing him to tailor his recommendations to their individual goals and circumstances.
Sam in real life
What keeps you busy outside of work?
I enjoy spending time with my family. I also play a lot of tennis and volunteer at my church.
How do you give back?
I give back by collaborating with organizations like the American Cancer Society and my church.
Why do you like working at Mercer Advisors?
I appreciate the collaborative culture at Mercer Advisors and the company’s commitment to supporting both clients and employees.
Sam’s snapshots
Meet Sam’s Teammates
Anna Apodaca
Partner
What Sam Says
Anna is a great manager and mentor, and she excels at building strong relationships with her clients and colleagues.
John Mazzei
Regional Vice President
What Sam Says
John and I collaborate to come up with creative and practical solutions for clients so they have the best experience possible.
Sydney Hacker
Wealth Advisor
What Sam Says
Sydney is always looking for new ways to engage clients and new strategies to build thoughtful financial plans for them.
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