Get to Know
“Money is personal. It’s math but also emotion. It fuels our dreams and enables our lifestyles. It can also keep us up at night. Let's work together to make your money work for you and the future you want to create. Because we can plan for that!"
Sam Lewis, Founder of SJLF and Financial Planner
I’ve lived in Delaware my entire life but have been fortunate to travel around the world. I joined the military while still in high school and continue serving today, almost 23 years later! I’ve worked as farmhand, drafter, land surveyor, personal trainer, air cargo craftsman, recruiter and senior enlisted leader.
But my passion is for financial planning.
I wasn’t always smart with money, but when I met the love of my life, I knew I had to do better. The spark was lit when I picked up a copy of Kiplinger’s Personal Finance magazine in an airport gift shop when embarking on a family trip to Disney World in 2013. It was a real wake-up call to admit how much I didn’t know about the financial considerations that would shape our future.
Along my journey, I consumed every bit of knowledge I could get my hands on. In 2018, I earned a full Veteran’s Scholarship to the American College of Financial Services through the Penn Mutual Center for Veterans Affairs. I began the rigorous coursework for the Chartered Financial Consultant (ChFC) curriculum. In 2020, I passed the Securities Industry Essentials and Series 65 exams leading up to the ultimate achievement of passing the CERTIFIED FINANCIAL PLANNER™ Exam.
My mission now is to serve you, to help you understand your financial situation, set clear goals for your future and to give you a well-marked path to help you get there.