Sam applies her broad professional and academic background and unwavering work ethic to provide deeply personalized, thoughtful service to each of our clients. Building meaningful relationships is her strong suit, and she relishes the opportunity to get to know each individual she serves. She also makes it her mission to streamline our team’s work, enhancing our efficiency whenever possible.

Before joining Raymond James in 2017, Sam spent three years working as a financial service representative at a bank and five years as an administrative assistant at a law firm. She earned a master’s degree in international finance from Southern New Hampshire University, as well as a bachelor’s in business management and accounting, and an associate’s degree in statistics, from Castleton University. Sam also holds her insurance and Series 7 licenses, is a notary in New York and Vermont, and is a designated technology liaison.

Sam believes her diverse professional and academic experience allow her to deliver nuanced service to clients, as well as identify customized solutions for a variety of situations. A testament to her broad expertise, many clients have complimented her breadth of knowledge in estate and financial planning.

Originally from West Rupert, Vermont, Sam resides in Hartford, New York, with her two children, Gage and Briggs. Aside from being with her beautiful children, Sam’s favorite pastimes include horseback riding, traveling, fishing and growing her hobby farm one animal at a time.