Samantha is a Client Service Associate in the firm’s Fulton, Maryland office. In this role, she serves as an additional point of contact for clients and works closely with the advisors to service requests from clients.

She currently resides in Baltimore, Maryland and enjoys traveling in her free time.

Previous Experience

  • Financial Representative at Fidelity Investments

Education & Credentials

  • BS, Towson University
  • Financial Paraplanner Qualified Professional (FPQP)