Speaker: Stay Tuned! Will be announced in June!
Lunch is $20. Please fill out the form below and you will be directed to PayPal to complete the process. Your reservation will not be final until payment is made.
After registration deadline, no refunds will be able to be issued.
(Networking is from 11am – 11:30am)
Due to limitations on gathering sizes, the June 11th Wise Women Luncheon has been canceled. The next Luncheon is scheduled for July 9th. Registration will open after confirmation of the ability to hold this event. We are excited to finally get together again!
Samantha is a Senior Financial Advisor and Women’s Investment Specialist with Wise Wealth, LLC.
She is passionate about equipping and empowering women in their financial lives and beyond!
Samantha is a seasoned Financial Advisor who believes that the most important part of long-term financial success is starting with a Plan. Essential to ensuring that Plan leads to the right destination is making sure she gets to know her clients and what is important to them. She is extremely proud of the relationships she’s developed with her clients thus far, and truly believes it is the most rewarding part of the job.
“I’ve learned people need to be heard. I can’t stress enough how important it is to take time to listen to each of my clients and learn about their lives so we can create plans that address their hopes and fears. I’ve been where they are, without a plan and not knowing anything about investments, so when they leave my office, it’s my goal they truly understand how all parts of their plan work.”
Experiencing firsthand how complex financial planning can be as a former single mother, Samantha is committed to listening and empowering her clients to take their financial futures into their own hands. Samantha works with women, many of whom are widows or divorcees, and couples. Many times, when working with a couple, a big part of her role in the beginning is helping the couple explore and communicate about what is important to each of them.
Samantha’s credentials include a Series 66 designation, as well as Missouri and Kansas insurance licenses. Additionally, she is a Women’s Investment Specialist and member of the National Ethics Association. As a Women’s Investment Specialist, Samantha is empowered to help other women take control of their finances by teaching ongoing educational classes designed just for them.
Outside of work, Samantha enjoys traveling with her husband, Craig, and spending time with their three kids, Gabe, Nathan and Lizzy. Samantha has always been a fan of music, and enjoys writing and performing music, including singing, playing guitar and playing piano.