Sam Hopps is a Wealth Advisor at Interchange Capital Partners. He works with individuals and families to build financial plans that account for taxes, income needs, and the goals that matter most to them.

Sam believes good outcomes come from a good process. He brings that discipline to every plan, portfolio, and client conversation, with the aim of helping clients understand not just what they own, but why they own it.

Sam previously served on the Investment Management team at Interchange, where he managed investment portfolios and shaped investment strategy for client families. Prior to joining Interchange, he worked as a Credit Analyst at Industrial Scientific Corporation. Sam is a CERTIFIED FINANCIAL PLANNER® professional and graduated Cum Laude from Robert Morris University with a Bachelor of Science in Business Administration with a concentration in Finance.

Sam lives in Lakewood Ranch, Florida, with his wife, Ashley, and their sons, Jaxon and Jacob. Outside of work, you'll find him with family and friends, traveling, or bass fishing.