Samantha Hart is a financial advisor with RJFS . She is passionate about helping clients achieve their financial goals through strategies that take the bigger picture into account, helping empower them to live more meaningful lives. Samantha believes the most effective wealth management plans are comprehensive and tailored to each individual’s unique needs.
Samantha plays a key leadership role within the team by mentoring and training new advisors. With practice growth as a top priority, she ensures that incoming advisors have the tools, resources and guidance needed to build successful careers. In addition to advisor development, Samantha focuses on aligning team efforts with business objectives, ensuring the team is well-equipped to achieve its goals effectively and sustainably.
With over a decade of experience in the financial services industry, Samantha holds a Bachelor of Business degree from Western Illinois University. Dedicated to continuous learning, she has completed the rigorous curriculum and certification process required by the Certified Financial Planner Board of Standards, earning the CERTIFIED FINANCIAL PLANNER® certification. In addition, she holds the Accredited Portfolio Management Advisor (APMA®) designation.
Originally from Coal Valley, Illinois, Samantha enjoys exploring new places and spending time at her family’s lake home in Northern Minnesota. She loves staying active outdoors, whether it’s playing volleyball, golfing or taking relaxing walks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.