Samantha joined the Clearstead Private Client Group in 2022. She is responsible for providing high net worth clients analytical support in all aspects of tax, financial planning, and investment management.

Prior to joining Clearstead, Samantha worked with a local wealth management firm, providing tax services to high-net-worth clients, sports professionals, and business entities. Samantha received her Bachelor of Business Administration in Finance from John Carroll University in 2020. She is currently earning her Masters in Accountancy from John Carroll University and plans on pursuing her CPA certification.