Samantha is our resident client service expert. She is the glue that holds our office together, serving clients to meet their immediate needs. A dedicated worker, Samantha passed both the Series 7 & 66 exams while working full time.
She attended the New York campus of Pace University and earned a Bachelor’s Degree in Criminal Justice with a minor in Sociology. She now has over 10 years of financial service experience and serves our clients efficiently.
When she is not working, Samantha enjoys jogging, reading, traveling and most importantly spending time with her family.