Samantha was raised in Nevada and is proud to call Nevada home. She comes from the banking industry, but after wanting to further her knowledge of wealth management and needing a change of scenery, she joined the Alliance team in Spring 2022. Her years in banking and customer service have proved to be quite beneficial to her role as a Trust Administrator; she’d had the opportunity to work with many wealthy clients, learn about their financial goals, and their trusts, already understanding the processes involved. She holds Series 6 & 63 Certifications with FINRA and plans to return to school to complete her bachelor’s as well as her Series 7 certification.
Samantha is bilingual and able to speak both English and Spanish fluently. She assists our Spanish-speaking clients to ensure that their needs are met and assists in translations when necessary. She is proud of her heritage and supports the local Latino community. She often spends her free time with her family, enjoying the outdoors, and occasionally mountain biking.