Julie Chanter22 days agoFrom
I’ve been with Samantha for over 15 years. She is VERY good at her job and she’s just a great person all-around.
Julie Harris22 days agoFrom
I have truly enjoyed working with Samantha. She is professional, clear and methodical about her work, just what you need in a financial advisor. I have truly enjoyed working with her and she gets results. Thanks!
Alissa Johnson22 days agoFrom
Samantha is absolutely excellent at what she does. Not only has the portfolio she created for me grown beyond my expectations, but she clearly cares about me and helping me reach my goals. When I started working with her a few years ago, I interviewed several financial planners. She stood out from the others back then and has only continued to impress me and gain my trust and respect. You could not ask for a financial planner/wealth manager who is more intelligent, knowledgable, savvy, thoughtful, and genuinely kind.
