Credentials & Expertise
- CERTIFIED FINANCIAL PLANNER™ professional designation
- Certified Public Accountant (CPA)
- FINRA Series 7, 63, and 65 securities licenses
- Life insurance license
About Samantha:
Samantha holds a Bachelor of Science in Accounting from Missouri State University and a Master of Business Administration from the University of Missouri–St. Louis. She began her career at KPMG, LLP, where she served as a Tax Manager within the Business Tax Services group. In this role, she developed deep expertise in corporate tax strategy, income tax law, and complex tax provisions.
While Samantha’s technical foundation is strong, what truly sets her apart is her ability to listen thoughtfully and understand each client’s unique goals and concerns. Her transition to Community Financial Advisors was driven by a desire to work more closely with individuals and families—helping them navigate financial decisions with clarity, integrity, and confidence. She is known for her insightful approach, combining technical knowledge with a genuine commitment to doing what is in the best interest of her clients.
Samantha earned her CFP® certification and FINRA securities licenses while at Community Financial Advisors. Her disciplined, client-first approach reflects both her professional rigor and her dedication to building long-term, trusted relationships.
Outside of the office, Samantha enjoys spending time with her husband, Ryan, and their children, Avery, Henry and Brody. She enjoys time outdoors, traveling, and remains actively involved in her church.