Samantha is a trusted advisor to affluent families, business owners, and executives, specializing in personalized wealth management strategies. With over a decade of experience at firms like Charles Schwab, Merrill Lynch, and Morgan Stanley, she helps clients navigate complex financial landscapes. She collaborates with top-tier professionals to provide a seamless, holistic approach to wealth accumulation, asset protection, and legacy planning. A University of Michigan graduate, she has called the DC metro area home since 2017. Outside of work, Samantha enjoys golf, traveling, exploring new restaurants, and spending time with her fur babies.