Samantha specializes in back-office support and is dedicated to helping financial advisors maintain streamlined and efficient operational processes. With a bachelor’s degree in Communication and a strong background in administrative and client service roles within the financial services industry, she is recognized for her reliability and commitment to delivering exceptional support. Samantha is currently available to assist with client requests and ongoing service needs.

Outside of work, Samantha enjoys spending time outdoors, hiking with her dog, visiting farmers markets, and finding new ingredients to inspire her cooking.