Sam Swift, CFA, CFP®, AIF®

The most important thing I want people to know about me is that, in essence, I am here to learn about you. Your goals. Your needs. Your passion. Your philosophy. The more I know about my clients, the more I can help, and the more good we can do – together. I’ve been very blessed in life, both personally and professionally. I’ve worked very hard in life and nothing has been handed to me, but I’ve also had good fortune and great opportunities. As such, I have always strived to pay-it-forward, give back, and assist others however I can, as helping others has exponential value.

As a kid I thought I’d be a professional baseball player, a professor or perhaps even a Nobel Prize winning scientist. Frankly, being a financial advisor wasn’t really on my radar. But life has a way of helping you along, and I soon realized how many of the aspects of those “dream jobs” were also cornerstones of the financial industry. (The fact that I could throw a baseball really hard but couldn’t  hit a curveball didn’t help my baseball dreams either.) Thankfully I chose this career path, because it’s the best decision I’ve ever made. Quite simply, I enjoy what I do and the people I work with.

I have been in Tucson most of my life–my wife is a 5th generation Arizonan and my kids are 6th generation. We truly love living in the desert and adore this city, our community, the college and more. The weather. The wildlife. The access to outdoor activities. The people. All of it is entwined in my family’s daily lives and we love to explore and enjoy Arizona with our two children: hiking, swimming, biking and beyond. Our absolute favorite activity? Golf! It’s a great family activity especially in the Southwest – and allows us to get some exercise, make some memories and teach our kids some life lessons along the way.