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Samantha Simone

Samantha Simone

Client Services Associate

Samantha Simone, a Client Services Associate, has always had a passion for helping people, and throughout her administrative career, she has been able to feed that passion while creating connections with people of all stages of life. She loves to laugh and make others laugh, and you'll nearly always find her with a smile on her face. 

She is eager to explore her interest in the financial world and hopes to obtain licenses/certifications in the future. Outside of work, she spends her free time with family, which she would argue is her biggest passion in life! She loves traveling, hearing people's stories, and experiencing different cultures. She also has an adorable puppy, Mia.