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Sam Mathis

Sam Mathis graduated from Queens University located in Charlotte, North Carolina in 2005, where he earned a Bachelor’s Degree in Business Administration. Sam joined Peachtree Planning Corporation in 2006 and was  recognized numerous times in 2007 as the Top National New DIS. 

Before joining Peachtree Planning, Sam interned with North Florida Financial and Consolidated Planning. After obtaining his Georgia Insurance license in 2001, Sam has also attained Alabama, North Carolina, South Carolina, Texas, Pennsylvania, and Tennessee       licenses. In 2014, Sam transitioned into a role as a financial professional helping individuals and business owners reach their financial goals.

A native Atlantan and alumni of The Westminster School, Sam and his family live in Atlanta, where he is active in his community. Sam is a member of Peachtree Presbyterian Church, Ansley Golf Club, and Settindown Creek Golf Club. In his leisure, Sam is an avid golfer and a league bowler. He is also involved with The National Epilepsy Foundation and The Cystic Fibrosis Foundation.

His office is located at 5040 Roswell Road, Atlanta, Georgia, 30342. Sam may be reached at (404) 260-1629 or toll free 800-366-0839, his fax number is (404)-260-1729. Sam’s email address is

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