As Wealth Services Manager, Samantha supports in processing account-related requests such as contributions, withdrawals, beneficiary updates, address changes, and new account paperwork. In addition, Samantha works with Joan on planning events, client appreciation, and marketing.
Samantha graduated Magna Cum Laude from the University of Arizona in May 2020, securing a Bachelor of Science Degree in Information Technology and Science alongside a minor in Marketing. During her studies in Tucson, Samantha participated as a team lead for four years in a student-run computer science convention known as HackArizona, which became the largest Hackathon in the southwest division.
More recently, Samantha earned her Financial Paraplanning Qualified Professional designation to complement her ongoing interest in the financial planning field. Whether this interest stemmed from her Dad (Steve!) or not, Samantha is eager to begin her career and aid in our growth!
Samantha appreciates time spent with her family at their lake house, where she spends weekend mornings fishing, afternoon hikes through the Missouri forests, and her nights next to a toasty bonfire relaxing with her dog, Max.
