Sam is our remote administrative assistant. She is responsible for helping our service team and advisors with general account maintenance, document management and welcoming clients onboard. Sam is excellent at planning events. She enjoys coordinating client meetings and celebrating milestones in our clients’ lives.

Sam grew up in Selden, New York where she attended Suffolk Community College. She graduated in 2013 with an Associates in Applied Science, and she previously has held a role as a Medical Assistant and Clinical Coordinator.

Sam is a newlywed and she enjoys the beach, spending time with family and friends, and spoiling her dog Cookie.