Samantha is a trusted advisor to affluent families, business owners, and executives, providing sophisticated wealth management strategies. With over a decade of experience in financial services, she specializes in helping clients navigate complex financial landscapes with a focus on highly personalized strategies for wealth accumulation, asset protection, and legacy planning. She collaborates with a network of top-tier professionals to provide a seamless, holistic experience that aligns with each client’s long-term financial vision.Samantha earned her bachelor’s degree in communication studies from the University of Michigan Ann Arbor. Her passion for guiding clients toward financial success stems from personal experience, reinforcing her commitment to helping them build, protect, and sustain their wealth in pursuit of their goals and dreams.A native of Port Washington, NY, Samantha has called the DC metro area home since 2017. Outside of work, she enjoys spending time with friends and family, philanthropic initiatives, traveling, golf, exploring culinary experiences, visiting local wineries, and spending time with her fur babies.