After a rewarding career as a sound engineer, Sam Dorko joined Dorko Wealth & Estate planning as a financial associate. His passion for service and helping others was not being fulfilled in his former career and he made the decision to move from Los Angeles to Pennsylvania. He is now proud to be an essential part of the family team and to be of service to clients in impactful ways.
Sam’s primary role is client service. In addition to working directly with Cheryl and attending client meetings, he is always available to answer client questions, even helping them with their computers. He also uses his technology experience to manage the firm’s web presence and to manage all firm technology systems. In March 2020, Sam worked to update the firm's form processes by setting up DocuSign and virtual meetings. When COVID came along we were very fortunate that his modernization kept us ready and able to help our clients.
In his previous life, Sam was a touring audio engineer working with many bands that have become household names. He was also a music memorabilia expert for the Hard Rock International corporation. Sam is a graduate of both the Arizona State University and The Conservatory of Recording Arts and Sciences. He is thrilled to be embarking on a new career working with his family. Helping people keeps Sam motivated as does being in a positive work environment. Sam enjoys being in a relaxed and supportive atmosphere where he can see the fruits of his labor in client interactions.
Sam is inspired by Cheryl’s ability to educate her clients on investing to meet their life goals. Not only does Sam want to follow in her footsteps, but he is also energized to work on his own financial plan.
When not in the office, Sam enjoys playing with his dogs and exploring the budding music scene in Philadelphia with his wife, Rachael.
Sam Dorko in a word: Insightful