Samantha is an advisor to high-net-worth individuals and families, working to help them simplify financial complexity, preserve wealth, and achieve lasting goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®),Certified Divorce Financial Analyst® (CDFA®), and Whole Family Advisor® Associate (WFAA), she brings a deep skillset in estate planning, tax strategy, business succession, and investment management, she brings a deep skillset in estate planning, tax strategy, business succession, and investment management. With a bachelor’s degree in finance from the University of Pittsburgh and a background that includes advisory roles at Raymond James and Goldman Sachs, Samantha developed a strategic ap