Samantha works with high-net-worth families and business owners to help them grow, protect, and steward their wealth across generations. She provides comprehensive guidance tailored to each client’s unique circumstances, with a focus on estate planning, tax strategy, business succession, and investment management.
Before joining Confluence, Samantha held advisory roles at Raymond James, Goldman Sachs, and a multi-family office. She earned a Bachelor of Science degree in Finance from the University of Pittsburgh and is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® (CDFA®), and Whole Family Advisor® Associate (WFA). Samantha also serves as President of the Future Corporate Leaders Board of the Pittsburgh Chapter of the Association for Corporate Growth (ACG).
Samantha resides in Oakdale with her husband, Brady, and their son, Quinn. Outside of work, she enjoys working out, exploring Pittsburgh, and spending time with her large Italian family.