Samantha is a Relationship Manager for individual and institutional client portfolios. She possesses over a decade of experience in financial services, including portfolio and trust administration. Samantha also works closely with our clients and their attorneys and accountants to provide wealth management solutions for high net worth individuals.
Samantha earned a BA from Humboldt State University. She holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association®.