Sam McCoy

Background

About Sam McCoy

As a CFP® professional and a non-practicing CPA, Sam works with business owners and executives to develop and implement comprehensive wealth management plans. He offers clients a broad perspective that incorporates both sides of their personal balance sheets. Sam began his career as a CPA in the Assurance practice of Ernst & Young before making the switch to wealth management. To further his education, Sam earned the coveted CERTIFIED FINANCIAL PLANNER™ certification in 2017. Furthermore, Sam has a BS and a Master’s degree in Accounting from The Ohio State University. He remains an active member of the OSU community and is a member of the Max M. Fisher College of Business Alumni Board and the Ohio State Estate and Gift Planning Advisory Council. Sam is deeply involved in his home community as well. He is a board member and treasurer of the Upper Arlington Education Foundation and is a coach and treasurer for the Upper Arlington Men’s Lacrosse program.