Associate Managing Partner
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.
Prior to 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.
I am licensed to sell insurance in: NY, NJ, MD, MI, MO, OH, CO, TX, GA, & FL and securities in: NY
Outside the office, Samantha enjoys practicing yoga, traveling and spending time with her husband, Adam, and their three children.
I am licensed to sell insurance in CO, FL, GA, MD, MI, MO, NJ, OH, TX and securities in: NY.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.
SpecialCareSM is an exclusive program of Massachusetts Mutual Life Insurance Company. For complete details discuss with a SpecialCareSM Planner or go towww.massmutual.com/specialcare.