Samantha works closely with clients to develop and implement comprehensive and customized financial strategies designed to achieve their unique goals.
For more than 7 years, Samantha has been helping entrepreneurs and their families simplify their financial lives. She earned a Finance degree from the University of Pittsburgh, and prior to joining the Waldron team, Samantha served as a Financial Advisor at Raymond James Financial Services. Samantha became a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Divorce Financial Analyst®.
At Waldron, Samantha specializes in financial analysis, estate planning, tax planning, and divorce planning. She enjoys building long-term relationships with clients through wealth planning.
Outside of the office, Samantha enjoys Pittsburgh sports, yoga, hiking, and walking her German Shepherd, Nala. She resides in Oakdale, PA.