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  • Professional Story

    Samantha is an Associate Managing Partner of the Center for Wealth Preservation (CWP), joining the firm in October 2019.  Samantha’s responsibilities include training and mentoring a sales team of new and experienced Advisors, as well as building their Management and Leadership team.

    Before joining CWP, Samantha was the Vice President and Senior Managing Director at Guardian Life Insurance Company.  During her tenure there, she developed the Buffalo agency’s interview and selection process, training curriculum, and Leadership Academy.  Samantha also held various leadership positions with Guardian, including The Women’s Leadership Advisory Board and Field Advisory Council.

    Samantha was the founder and past President of the Buffalo Niagara Chapter of Women in Insurance and Financial Services (WIFS), is a member of GAMA’s Leaders of Today and Tomorrow, GAMA International, and currently sits on the GAMAcast committee and the GAMA Field Leadership committee.

    Samantha received her Bachelor of Science degree in Finance and Bachelor of Arts degree in Choreography from the State University of New York at Buffalo.  She has earned the Chartered Leadership Fellow® certification from the American College and is also a Certified Long-Term Care Specialist (CLTC) designee.

    An active volunteer, Samantha, has been involved with Child and Family Services and developed an Economic Empowerment Program aimed at increasing the economic self-sufficiency of victims of domestic violence.  She actively gives empowerment messages to Women’s Bereavement groups on Long Island and is an Executive Team Leader for the American Heart Association.  Samantha is a member of Long Island’s Center for Business and Professional Women.

    Outside the office, Samantha enjoys practicing yoga, traveling, and spending time with her husband, Adam, and their three children.

  • Languages:
    • English

  • Credentials:
    • CLF®
    • CLTC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Financial Education
    • Risk Management Strategies
    • College Funding Strategies
    • Estate Planning
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Military

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