About Sam
Sam helps advisors and clients with questions and needs while also serving as a liaison to the custodians. Sam thrives under efficiency, carefully planning her days and organizing tasks by way of her beloved to-do lists. The most rewarding aspect of her job is helping new clients smoothly transition to Focus Partners Wealth and making sure all their questions are answered. She loves learning from her team and the advisors she works with. She believes the best way to plan for one’s future is by learning from those who are specialists in planning the futures of others.
A St. Louis native, she enjoys weekend road trips to wineries – Hermann, MO, being her favorite – and spending time with her three younger sisters.
Education and Professional Milestones
-University of Missouri–St. Louis - bachelor’s degree in business administration with an emphasis in finance
-Joined Focus Partners Wealth in 2017
-Worked for a health insurance company, helping clients set up health and life insurance and assisting with their Medicare process
Sam helps advisors and clients with questions and needs while also serving as a liaison to the custodians. Sam thrives under efficiency, carefully planning her days and organizing tasks by way of her beloved to-do lists. The most rewarding aspect of her job is helping new clients smoothly transition to Focus Partners Wealth and making sure all their questions are answered. She loves learning from her team and the advisors she works with. She believes the best way to plan for one’s future is by learning from those who are specialists in planning the futures of others.
A St. Louis native, she enjoys weekend road trips to wineries – Hermann, MO, being her favorite – and spending time with her three younger sisters.
Education and Professional Milestones
-University of Missouri–St. Louis - bachelor’s degree in business administration with an emphasis in finance
-Joined Focus Partners Wealth in 2017
-Worked for a health insurance company, helping clients set up health and life insurance and assisting with their Medicare process