Wealth Advisor and Marketing Manager
As a Wealth Advisor, Sammie is committed to helping clients create and implement their short- and long-term financial goals. She creates customized plans that include building retirement wealth, legacy planning, and tax reduction strategies. Sammie also develops and executes marketing strategies that foster relationships with future clients and keeps our current clients up-to-date.
Sammie obtained her Bachelor of Arts degree in advertising and communications from the University of Texas and has over 10 years of marketing experience in the hospitality industry. She has also worked for major entertainment groups in Texas and Oregon.
When Sammie is not in the office, she enjoys spending time with her husband and two dogs. They like camping, hiking, paddle boarding, and exploring Oregon.
Sammie is an Investment Advisor Representative and Registered Representative with LPL Financial. She has her Series 7 and 66 Securities registrations held with LPL Financial.