Meet Sam


Samantha graduated from Northern Kentucky University with a BSBA in Finance and a minor in business administration. During her last two semesters, she worked as a temporary associate at First Financial Bank where she gained invaluable experience and a first glimpse into the world of finance.

Samantha adds value for our clients by assisting our wealth advisors in facilitating client interactions and the overall planning process. Always cheerful and ready to help, Samantha is very excited about her future finance endeavors.

Her passions range widely from her family and dog, Piper, to self-improvement and personal finance education.


Favorite food:

Anything sweet

Best piece of financial advice received:

Pay yourself first!

Favorite quote:

“you is kind, you is smart, you is important” -The Help

If you could meet anyone, past or present, it would be:

Naomi Parker and Diana Spencer

Favorite book:

The Almanack of Naval Ravikant

Favorite movie:

The Big Short

Favorite TV show:

Big Little Lies and Parks and Recreation

What motivates you:

My current and future family; being able to provide a good life and legacy for my future children; the idea of empowering young women to take control of their futures and create a life that they love.

Favorite holiday:


Something on your bucket list:

learning a new language or two

Place you'd most like to visit:


Biggest accomplishment:

Graduating with honors while working full time.