Samantha joined the team in 2013 as a Client Services associate assisting the advisors with setting up appointments and preparing paperwork. In 2022 she completed all the training and licensing requirments to become a Financial Advisor and was promoted to Office Manager.
Before joining GoodWealth Financial Partners she spent 13 years working in her father's chiropractic office as his Office Manager and Insurance biller.
She resides in Boone with her husband and daughter. Sam enjoys outdoor activities such as riding horses, kayaking, biking, training dogs and spending time with her family.
Samantha's Professional licenses:
Life, Accident, Health licenses
SIE Finra Registration held through LPL
Series 7 Finra Registration held through LPL
Series 66 Finra Registration held through LPL