Sam is an Associate Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Sam brings diversity in background, training and knowledge to her role as a financial planner, with experience in the traditional broker-dealer structure as well as the fee-only RIA space. Helping people achieve financial wellness and freedom is what fuels her as a planning professional. She is a grateful military spouse, and has regularly volunteered with equine therapy programs for wounded and recovering service members. Sam loves to spend time outdoors with her husband, dog, and horses.
Education: Point Loma Nazarene University (MS) (MBA), University of Rhode Island (BS)
Don't be afraid of being a beginner.
Get to know Samantha
Here I am doing my favorite thing!
This is me, my husband, Stephen, and our dog, Carby, hiking in the Eastern Sierras. We found this amazing little lake this day with no one else around.
I grew up spending summers on the water. Here’s a shot from last year with family and friends.
Another shot of our little family, always off script 🙂
If you could visit anywhere in the world you've never been, where would you go?
Africa for a safari.
What's the last book you read?
Mornings on Horseback by David McCullough.
If you could be an animal, which would you be?
An eagle – I’d like to fly!
What are you currently watching on Netflix?
The Great British Baking Show.