In 2016, after spending twelve years as a financial advisor, Sam Rodriguez established Mission Financial Advisory Services and after a year of rapid client growth and advisor interest, Sam partnered with Brian Krukiel to form Foundation Wealth Partners. Sam founded and expanded his practice with the sole purpose of providing better, more sophisticated investment options, advice, and service to clients. Given his tenure and the autonomy of being able to practice as an Investment Advisor Representative, he is able to provide the guidance and strategies to truly serve each client’s specific situation and need. Sam is excited extend his experience and knowledge to those who are seeking better strategies to protect and grow their wealth.
Before expanding Mission Financial Advisory Services to Foundation Wealth Partners, Sam spent seven years with JP Morgan Chase as a Private Client Advisor where he was regarded for his outstanding service to clients. The prior five years were spent with Ameriprise Financial helping clients plan for their futures and grow their wealth. Sam’s commitment to clients extends even beyond his own. During his tenure with both firms Sam spent time coaching and mentoring new advisors to have a “client first” practice. Sam’s belief in working in client’s best interest and being held to the highest ethical and educational standards in this ever changing environment led him to earn his CERTIFIED FINANCIAL PLANNER™ certification in March of 2016.
Sam is an alumni of Howard Payne University, receiving his Bachelor of Arts in Accounting in 2001. He and his wife Amy have two children, Ashley and Samuel and live in McKinney. Sam and Amy actively serve in their church and work with various organizations to serve the needs of the community.