Eric Sams is the president of E&E Financial Services, Inc. and is registered with Axxcess Wealth Management, an SEC Registered Investment Adviser. Eric currently holds his Series 4, 7, 24, 53, 66, 79, 99, several state life and health insurance licenses and the CPWA® designation. Eric studied economics and attained a Bachelor of Arts degree from UCSD in 2009.

In his capacity as a consultant with Monahan & Roth, LLC, Eric is responsible for due diligence, case research, client services, and provides direct support to senior management on all matters.

Outside of the workplace Eric is a scratch golfer, a regular volunteer in the community, and is dedicated to health and wellness.