Samantha and Jake have worked together since 2008. Her primary role is ensuring every client receives an excellent experience when working with our team. As a Partner, she is also responsible for mentoring and training new client service team members, as well as making sure that the daily functions of the business run smoothly.

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, and spending time with her husband, Jimmy, and their twins, Jackson and Ava.