Shakira "Sam" Moran is a Director of Operations and HR Manager with 17+ years of leading high-performing teams, refining systems, and developing people to reach their full potential.
A graduate of Fordham University and John Jay College of Criminal Justice, she brings a rare mix of organizational strategy, human empathy, and financial insight to every project she leads.
As Founder of Sam the Agent, LLC, she's helped families and entrepreneurs build financial security through life insurance and wealth education — teaching practical ways to turn income into independence.
Her workshops, delivered in schools, churches, and community spaces, have empowered hundreds to redefine what financial freedom looks like. Guided by faith, family, and fairness, she believes money is more than math — it's mindset, discipline, and peace.
Money is more than math — it's mindset, discipline, and peace. The work meets you where you are, and walks with you from there.
Learns the back-office systems behind organizations that serve people.
Realizes that the gap isn't motivation — it's access to plain-language money tools.
A coaching practice built for the budgets and questions actually being asked.
Hits #1 on Amazon in Personal Finance Education.
Weekly short-form videos breaking one money idea at a time.
A community-rooted practice, still based in New York.
No assumption that you've read a book, watched a video, or paid down a card. Start wherever you are.
If I have to use the term, I have to define it. No jargon as a gatekeeping tool.
The three pillars that hold up the rest of the work — and the way I show up for every client.
One hour. Twenty-five dollars. Bring whatever questions you have — even the embarrassing ones.
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