Sam Buchanan serves as an Investment Adviser with Mascagni Wealth Management, focusing on clients nearing and living in retirement. Immersed in tax-efficient retirement principles, Sam has developed a deep understanding of strategies such as Social Security timing, Roth IRA conversions, long-term care planning, and estate planning. His goal is simple: help clients keep more of what they’ve earned and enjoy greater financial security throughout retirement.

A Jackson, MS native, Sam graduated summa cum laude from Mississippi State University with a degree in Finance. He has gained valuable experience through roles with International Paper, Wellspire Financial Group, and Congressman Michael Guest, each shaping his knowledge of finance and service.

Sam is passionate about seeing the whole picture for each client and delivering solutions tailored to their unique needs. What he values most is knowing when his work makes a genuine difference in someone’s life. For Sam, financial advising is more than a career—it’s a calling.

Outside of the office, Sam enjoys participating in men’s Bible study, bow hunting with friends, and watching college football. He is excited for July 2026, when he will tie the knot with his fiancée, Chloe Burnette.