Client Service Associate
Samantha has 20 years of experience in the financial service industry as a Client Service Associate. Samantha has a deep understanding of the importance of client service, which is reflected in her approach in communicating and taking care of the clients. Her efficiency, care and experience are truly an asset to the clients, as well as the firm. She regularly attends ongoing training seminars and workshops to help utilize leading edge tools and concepts in the implementation of the strategic plans designed for our clients. Samantha has her Series 6 and 63 registrations. When she isn’t assisting our clients, she enjoys spending time with her family and friends.