Samantha joined Summit Investment Advisors in 2020 and serves as the Director of the Client Services Team. She is committed to delivering prompt, attentive, and personalized support to ensure every client receives the highest level of service.

Samantha holds her Series 6, 7, 63, and 65 licenses with LPL Financial, along with her Life Insurance license. She earned her bachelor’s degree in Finance from St. Cloud State University in 2016.

Outside of work, Samantha enjoys spending time with her husband Mike, their daughter Brooke, and their energetic dog Fudge. They reside in Columbia Heights.

Schedule a 30 minute call with Samantha