Samantha is a financial advisor with Waddell & Reed. She currently holds her series 7 and 66 securities licenses, CFP® mark, 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.
Please contact Samantha for more information on how she can help you pursue your financial goals.
Waddell & Reed is not affiliated with any other entities referenced. 09/19