- Member of The Balance's Financial Review Board
- Current CFP® professional and in good standing with CFP Board.
- Has had experience and success in various client-driven roles such as Trading, Relationship Management and Financial Consulting.
- During the Covid-19 pandemic successfully transitioned into a virtual remote functionality and provided over 300 individual financial counseling sessions and over half a dozen virtual webinars.
Samantha currently works with employees from non-profit and higher education organizations. Her day to day is filled with 1-on-1 conversations about 401ks/403bs, ERISA guidelines, IRAs, student loans, tracking spending, creating budgets, debt repayment strategies, pretax/Roth contributions/savings, and other non-retirement saving options/vehicles.
I have previous experience at firms such as TD Ameritrade, Janney Montgomery Scott, and Vanguard where my experience ranged from RIA relationship management, fixed income sales and trading, fund management, and brokerage operations.