Samantha Shulda gained valuable experience as a Paralegal for over 10 years where she refined her skills in estate planning, probate, real estate, and corporate law. This background allows Samantha a unique foundation to bring to her work as a wealth planner. She takes great pride in taking a meticulous and personalized approach to help clients achieve their financial goals.

Samantha believes in building lasting relationships that are grounded in trust and transparency. She works closely with clients to provide guidance that aligns with their values and aspirations, ensuring their financial future is secure and adaptable to life’s changes. When not working with clients, she can be found studying as she continues her commitment to ongoing professional development to stay current with industry trends and best practices.