As Intrua continues to expand its national footprint, we’re always looking for growth-minded advisors who want to build something meaningful – and who want a partner that actually supports that growth. As Chief Investment Officer and President of Advisory Services, Sam plays a central role in cultivating partnerships with advisors who are ready for their next chapter. He understands the realities many advisors face at other firms: the corporate constraints, the lack of true support, and the burnout that comes from wearing every hat. That’s why we champion a model that gives control back to the advisor.

Sam has a passion for helping advisors flourish in an environment built for scale. He works closely with teams who want to grow sustainably, elevate the client experience, and build long-term enterprise value, all with the support of a high-performing, advisor-first platform behind them.

In an industry where mergers and acquisitions are reshaping the landscape at record pace, we believe the right partnership should feel less like an exit and more like an evolution. At Intrua, advisors gain the freedom to run their practice their way, paired with the operational horsepower and streamlined infrastructure of a modern, values-driven firm. The result is a support system that helps advisors accelerate growth, strengthen succession plans, and elevate the experience they deliver, without the bureaucracy or product-driven agenda that often comes with consolidation.

If you’re an advisor exploring a merger, planning for continuity, or simply curious about what life could look like with the right partner beside you, we’re here to help you design that next chapter. At Intrua, we are committed to truth in all we do and firmly believe in advisor-led growth.

And if you’d like to see what Intrua can do for you: your practice, your future, your freedom, schedule a conversation with Sam. He’ll help you find clarity and explore how Intrua can support the business and the life you’ve always imagined.