Samantha is a financial advisor with Waddell & Reed. She currently holds her series 7 and 66 securities licenses as well as her Indiana life and health insurance licenses. A graduate of Indiana University School of Business, she majored in Accounting. Samantha has the passion to analyze information, consider potential outcomes and help you make informed decisions about your financial goals. With access to our comprehensive financial planning software, she can deliver a plan that is easy to understand and adapts to the changes in your life. Samantha is married to her husband of 20 years, Mike, they have three daughters, Britain, Isabel and Abigail and reside on the south side of Indianapolis.
I hope your visit will help you understand the opportunities and potential rewards that are available when you partner with me and take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.