Samantha is a Wealth Management Assistant and is health and life insurance licensed. As a wealth management assistant, she focuses on assisting our CPA and Financial Planners on work related to accounting, tax, life insurance, and investment management.
Samantha graduated from Southeastern Louisiana University with a Bachelor of Arts in Psychology in 2020. After five years of part time bookkeeping for two small businesses, she decided psychology was not the area of study she wanted to continue in. Samantha then obtained her Master of Business Administration with a concentration in Finance from Louisiana State University at Shreveport in 2022. She is now continuing her education through LSU Online to gain her accounting credits to sit for the CPA exam.
When Samantha is not working or studying for school, she enjoys spending time with her family, friends, and her pet cat, Dallas. She loves nature and being outside. On the weekends you may find her at her family home which is located on the Tickfaw River.