Client Liaison and Office Manager
Sam is responsible for a wide variety of functions including direct client support services, financial planning assistance for the financial advisors, managing the office, overseeing our 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. 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 has plans to further her education.
Sam lives in Eureka, Missouri with her two cats and her Short Haired Border Collie pup, Zeke. You may have seen Zeke around the office, being a "working breed" he has the job of office mascot. When not dedicating herself to our team and clients, Sam enjoys spending time outdoors, dabbling in the arts, and spending time with her family.