As Manager of Operations, Samantha utilizes her financial background to manage various projects and onboard new employees and advisors. She has a passion for equipping the firm, advisors, and support staff with the tools necessary for the best service and experience for their clients. Samantha currently holds her Series 7, 24, and 66 licenses.
Samantha has 5 years of experience in the finance industry. She is also an Indiana University Bloomington graduate. Working in both the RIA independent space and broker dealer departments, she has experience in a variety of roles including client services, transitions, and operations. She currently resides in Indianapolis, IN, with her husband, Evan, and daughter, Talulah.