Samantha has been a part of Pinnacle Wealth Management since the summer of 2014. She began as a Client Services Associate, and now serves as a Wealth Plan Assistant since earning the Financial Paraplanner Qualified Professional™ designation.
As a Wealth Plan Assistant, Samantha assists in the preparing and constructing of financial plans. With experience in communications and organizational skills, her responsibilities also include digital media and marketing, record documentation, and trading.
After graduating from Lindenwood University with a Bachelor of Arts degree in Saint Charles, Missouri, Samantha moved back to Tampa, where she was raised. Samantha is married to Connor, and in their free time they enjoy traveling with their children and spending time together as a family. She also loves to cook, bake, and dabble in photography.