919-851-8200 ext. 213
Sam is one of our Client Service Associates. She joined our team in May 2019 as our administrative assistant, and was promoted to Client Service Associate in April 2022. Sam is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
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 and her husband, Brett, have a 1 year old daughter named Ava. She enjoys the beach, spending time with family and friends, and spoiling her dog Cookie.