CFP®, CLU® Executive and Retirement Benefits Plan Specialist – Senior Vice President
Samantha joined our Denver office in 2007. She possesses more than 18 years of experience in the financial services industry. Prior to joining TrueNorth, Samantha served as a stock option and 401(k) plan manager with Merrill Lynch, and more recently as a Certified Financial Planner with AXA Advisors. She holds a Bachelor of Science in Business Administration from the University of Colorado, a Certificate in Financial Planning from the Metropolitan State College of Denver and is certified as a Chartered Life Underwriter by The American College. In addition, Samantha holds the FINRA Series 7, 66 and 63 examinations for Registered Representatives.