Sam Osborne, EA, RFC®
Tax & Wealth Advisor
Tax Operations Manager
After getting married in May 2014, Sam and his wife relocated to Southern California from Madison, Wisconsin - "retiring" from his time as a regionally touring musician to pursue the opportunity of tax and wealth advising with the firm. Soon after starting with NCH Tax & Wealth Advisors in August 2014, he obtained his Enrolled Agent's license. Sam enjoys helping his clients work towards improved financial futures, ensuring they are protected and respected along the way.
Sam specializes in individual, trust, and expatriate tax preparation along with personal wealth management for his clients. In addition to his designation as an Enrolled Agent, he holds the Series 7, Series 66 and California Life and Health Insurance licenses. These designations and licenses allow Sam to assist his clients in the pursuit of their financial goals.
When Sam isn't taking care of his clients at NCH, he's probably at home taking care of his sons Bob and Hank. Sam is also a devoted husband and a doggy father to Yorkipoo, Miss Cleo. He can often be found camping, cycling, swimming, singing, traveling, gaming and otherwise spending time with his family.