Sammy Khalil brings a strong background in sales, financial operations, and client relationship management. His client-focused approach, developed through years of leadership and operational excellence, ensures personalized strategies for each client.

He previously excelled as a District Operations Manager, overseeing 18 locations and driving revenue growth through team development and client satisfaction. He also served as a finance manager and analyst, identifying client needs and delivering tailored solutions.

Sammy holds a bachelor’s degree in Business Administration with a concentration in Finance from Southern New Hampshire University, where he earned the College of Business Presidential Award. Licensed with Series 65 and a Certified Plan Fiduciary Advisor (CPFA), he remains well-informed on employer retirement plans to provide top-tier guidance.

In his free time, Sammy enjoys cooking, gardening, and spending quality time with his family.