Providing guidance to ensure clients are well-prepared and make informed decisions.
As an education coordinator, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Sam enjoys being a resource to guide others on the road to a fulfilling financial future.
Experience
- Joined the financial services industry in 2021
- Holds the FINRA Series 65
- Bachelor of Applied Arts Degree – English and Theater from St. Norbert College
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement Plan Services
- Retirement and Financial Planning
Community Involvement
- PULSE Young Professionals Social Committee Board Member
- Mid-Day Women’s Alliance Member
- Fox cities SHRM Member