SAM TAYLOR

CLIENT SERVICE SPECIALIST

As a Client Service Specialist at Parkshore Wealth Management, Sam assembles trades for advisor approval, schedules meetings, answers client questions, and builds financial plans. With a talent for interpersonal relations, Sam loves the face-to-face interactions he gets to have with clients.

Sam has a Bachelor of Science in Business Finance from BYU-Idaho, complemented by a double minor in Financial Planning and Communications. Originally an intern at Parkshore, he draws immense satisfaction from working alongside advisors to maintain client portfolios and other responsibilities.

Sam lives in El Dorado Hills with his wife, Jessica, and their two young sons. He loves everything from mountain biking, to cooking alongside his wife, to bow fishing with his brothers. He especially likes Corn Chex cereal, Dr. Seuss's "Oh, the Places You'll Go," and Zion National Park. Sam says his deepest convictions lie in family and faith, with personal integrity and honesty serving as his compass.

Education and Certifications

• B.S. in Business Finance, BYU-Idaho

• Double Minor in Financial Planning and Communications

Contact SAM

Phone: (916) 797-3007
Email: sam@parkshorewealth.com