Sam Wilkerson joined Jon Baker Financial Group in 2010 as a Paraplanner, after first working within the 401(k) industry and then for an advisory group that focused on financial planning for business owners. His initial analytical role and research skills evolved into his current title of Senior Advisor, building and maintaining relationships with clients as he guides them through the financial planning process.
Sam grew up in Mobile, Ala., and moved to Atlanta in 1999 to attend Georgia Tech, graduating with a B.S. in Management in 2003. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He also holds the series 6, 7, 63, 66, and GA Life and Health and Variable Life licenses, along with having earned a master’s degree in Financial Services (MSFS).
Sam enjoys the home remodeling design process and exploring the Chattahoochee River trails with his dog, Eva. Someday, he hopes to own a secluded mountain cabin on a piece of beautiful property that has a river running through it.