Samantha is a graduate of Indiana University School of Business where she majored in Accounting. She currently holds her series 7 and 66 securities licenses (held through LPL Financial) as well as her Indiana life and health insurance licenses. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Samantha has additional education and experience preparing comprehensive Financial Plans. Following the Code of Ethics, Samantha committed to always putting the clients’ best interest first in the financial and investment plans she delivers. Samantha is married to her husband Mike and has three daughters, Britain, Isabel and Abigail and many grand pets. They enjoy being outdoors, traveling and trying new restaurants.
Please contact Samantha for more information on how she can assist with your financial and investment goals.