Samantha works closely with ultra-high net worth individuals and families to develop and implement comprehensive and customized financial strategies designed to help achieve their unique goals.
As a CFP® and CDFA® practitioner, Samantha focuses on financial analysis, estate planning, tax planning, divorce planning, and more. Samantha is an active member of the Pittsburgh Chapter of the Association for Corporate Growth and co-hosts the Wealth Simplified podcast. Prior to joining Waldron, Samantha was a financial advisor at Raymond James Financial Services.
Samantha comes from a large family and enjoys time with her three sisters. She has a passion for health and fitness and spends her free time hiking, skiing, and practicing yoga. Samantha resides in Oakdale, PA with her husband, Brady and German Shepherd, Nala.
