CFP®, CLU, AIF®, Executive and Retirement Benefits Plan Specialist – Senior Vice President
Samantha joined our Denver office in 2007. She possesses more than 20 years of experience in the financial services industry. Prior to joining IMA Wealth, Samantha served as a stock option and 401(k) plan manager with Merrill Lynch, and more recently as a Certified Financial Planner with AXA Advisors. She holds a Bachelor of Science in Business Administration from the University of Colorado, a Certificate in Financial Planning from the Metropolitan State College of Denver and is certified as a Chartered Life Underwriter by The American College. In addition, Samantha earned the Accredited Investment Fiduciary® (AIF®) designation in 2019. She also holds the FINRA Series 7, 66 and 63 examinations for Registered Representatives.
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