Samantha teaches financial advisors how to utilize digital marketing strategies to produce exponential growth through website development, content marketing, SEO, AEO (Answer Engine Optimization), compliant social media, and video. She is a go-to voice on practical advisor marketing, AI for advisors, and how advisors can build a digital presence that brings clients to them.
Her cutting-edge thought leadership is recognized throughout the financial services industry and has led to her being named a 2026 InvestmentNews Awards Excellence Awardee for Finfluencer of the Year, an Investment News 40 Under 40, ThinkAdvisor “Luminary” and Wealth Management Top Ten to Watch.
In addition to being a trusted, go-to resource for advisors looking to grow through digital marketing strategies, Sam is also known as a voracious reader, avid runner and hiker, and master juggler of 3 kids under 6.
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