Vice President - Senior Wealth Advisor
Industry experience since 2004
- Financial Planning & Wealth Management
- B.S., University of Nebraska
- CERTIFIED FINANCIAL PLANNER™ Professional
Samantha has worked in the financial industry since 2004. As a Certified Financial Planner®, she focuses on financial planning and account management. Sam earned her B.S. with an emphasis in Finance from the University of Nebraska-Lincoln.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.