Samantha is dedicated to delivering a seamless client experience and takes pride in building meaningful, long-term relationships by understanding each client’s individual goals and needs. Based in the Walnut Creek office, she supports clients through a wide range of service and administrative functions, ensuring attentive, personalized care.
She earned a Bachelor of Science in Business with a concentration in Finance and a minor in Economics from Sonoma State University. Her academic background provides a strong foundation in financial principles, organization, and attention to detail, which she applies in her day-to-day work.
Born and raised in the Bay Area, Samantha continues to live locally and values serving the community she calls home. Outside of work, she enjoys spending time outdoors, exploring all the Bay Area has to offer, attending live music events, and supporting Breakthrough T1D (formerly JDRF).