Samantha is an advisor to high-net-worth individuals and families, working to help them simplify financial complexity, preserve wealth, and achieve lasting goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®),Certified Divorce Financial Analyst® (CDFA®), and Whole Family Advisor® Associate (WFAA), she brings a deep skillset in estate planning, tax strategy, business succession, and investment management, she brings a deep skillset in estate planning, tax strategy, business succession, and investment management.
With a bachelor’s degree in finance from the University of Pittsburgh and a background that includes advisory roles at Raymond James and Goldman Sachs, Samantha developed a strategic approach to wealth management. Her work emphasizes thoughtful planning tailored to her clients’ unique circumstances.
Samantha serves as President of the Future Corporate Leaders board of the Pittsburgh Chapter of the Association for Corporate Growth (ACG) and is an active member of the University of Pittsburgh’s Institute for Entrepreneurial Excellence. She also co-hosts the Wealth Simplified podcast, where she breaks down complex financial topics to make them more accessible and actionable.
Samantha comes from a large Italian family and finds the greatest joy in sharing meals and meaningful conversations around the table. She resides in Oakdale, PA with her husband, Brady, their son, Quinn, and their loyal German Shepherd, Nala. In her free time, she enjoys working out, exploring Pittsburgh, and making memories with her three sisters.
