Senior Client Services Associate651-490-2939
Samantha joined the Summit Investment Advisors Team in 2020. She currently holds her Series 6, Series 7, and Series 63 licenses with LPL Financial as well as her Health and Life Insurance license.
As a part of the Client Services Team, Samantha helps to ensure clients receive prompt and efficient service no matter what their needs may be.
Samantha graduated from St. Cloud State University with a bachelor’s degree in Finance in 2016. She lives with her husband Mike and their dog Hank in Columbia Heights.