Samantha Davidson
Director of Operations
I am responsible for elevating the quality and efficiency of both sides of our business: Private Wealth Management and Retirement Plan Services. I also keep our administrative and compliance operations running smoothly.
Two of my top goals are to make sure every client receives best-in-class service from our team and that every client truly knows our team of advisors is acting in their best interests.
After I graduated from the University of Michigan, I went on to earn the CERTIFIED FINANCIAL PLANNER™ certification, allowing me to further help clients get to a better place in retirement.
I live in Chicago with my husband, Adam, and our one-year-old son, Leo.
Areas of expertise
Retirement plan services
Onboarding new private wealth management clients and fielding client requests
Administrative and compliance operations
The most rewarding part of my job is when a client describes their onboarding experience as smooth and positive.”