Samantha and Jake have worked together since 2008. Her primary role is helping ensure every client receives an excellent experience when working with our team. As a Partner and COO, she is responsible for mentoring the Client Operations group, overseeing the onboarding process for new team members, managing human resources activities, helping ensure the seamless daily functioning of the business, as well as placing a significant emphasis on fostering a positive and collaborative workplace culture.

Throughout her career, Samantha has enjoyed the opportunity to connect with so many wonderful clients and team members. It has been incredibly rewarding for her to be part of a dedicated team that strives to make a positive impact and help people.

Samantha earned a Bachelor of Arts in Finance with a minor in Economics from Park University. She also maintains her Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In her free time, Sam enjoys spending time outdoors in her hometown of Carrollton, Missouri, with her husband, Jimmy, and their twins, Jackson and Ava.