Financial Advisor & Women’s Investment Specialist
Like the company’s motto, “First Wisdom, then Wealth,” Samantha is adamant about forming a personal and long-lasting relationship with each of her clients before creating a plan for them. She is extremely proud of the relationships she’s developed with her clients thus far, and truly believes it is the most rewarding part of the job.
“I’ve learned people need to be heard. I can’t stress enough how important it is to take time to listen to each of my clients and learn about their lives so we can create plans that address their hopes and fears. I’ve been where they are, without a plan and not knowing anything about investments, so when they leave my office, it’s my goal they truly understand how all parts of their plan work.”
Experiencing firsthand how complex financial planning can be as a former single mother, Samantha is committed to listening and empowering her clients to take their financial futures into their own hands. Samantha works primarily with women, many of whom are widows or divorcees, which has motivated her to pursue becoming a Certified Divorce Financial Analyst (CDFA)—a designation that will allow her to assist divorcees with dividing equitable assets.
Samantha’s credentials include a Series 66 designation, as well as Missouri and Kansas insurance licenses. Additionally, she is a women’s investment specialist and member of the National Ethics Association. As a Women’s Investment Specialist, Samantha is empowered to help other women take control of their finances by teaching ongoing educational classes designed just for them.
Outside of work, Samantha enjoys traveling with her husband, Craig, and spending time with their three kids, Gabe, Nathan and Lizzy. Samantha has always been a fan of music, and enjoys writing and performing music, including singing, playing guitar and playing piano.