Samantha Whitten

Samantha Whitten

Client Liaison and Marketing Coordinator

Sam is responsible for a wide variety of functions including direct client support services, preparing financial planning reports, managing the schedules of the principal investment advisors, managing travel arrangements, managing both our social media and general marketing activities, and so much more. Although Sam has joined the Millenia Team as our receptionist just a few years ago, she has quickly rose through the ranks and has taken on increasing responsibilities for many daily responsibilities critical to the functioning of the firm. Sam is the textbook definition of an “impact player” and has earned the respect of the investment advisors and her co-workers for her razor-sharp intellect, boundless energy, natural leadership abilities and her willingness to push both herself, and those around her, to excel at every task. Her naturally pleasant and calm demeanor is a welcome presence in the often busy, and sometimes hectic, demands of the financial services industry.

Sam came to Millenia Investments after working in the food service and hospitality industry from the age of 16. An excellent student, Sam graduated from St. Charles West High School with high credentials. Both a gifted musician and artist, Sam plays a total of six different musical instruments and has been privately commissioned for her works of art. After graduating high school, Sam attended the University of Missouri-St. Louis. It was through a fortuitous connection through her mom's accounting firm that Sam was introduced to Millenia Investments and so began her career in the financial services industry. Sam is licensed in Missouri as an insurance agent in life, health, and disability insurance lines, and is studying to take the FINRA General Securities exam in 2019.

Sam genuinely enjoys working at Millenia Investments and has formed many close bonds with her co-workers and clients, and she loves the close knit, family-oriented culture here.

Sam lives with her husband in Wright City, MO. 

Phone (636) 777-7780
Fax (636) 530-1049