Samantha comes to us from Utah Valley University where she graduated in January, 2019, as a Dean’s List and Honor Role student. She loves using the experience and skills she obtained through her education, and is passionate about helping others reach their financial goals and learn the importance of saving for retirement. She excels in communication and organizational skills, and provides excellent customer service to all clients.

Outside of work you’ll likely find Samantha outdoors, running or hiking. She also loves to travel and experience new cultures. Her favorite destinations have been Australia, New Zealand, Europe, and Japan