Samantha joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as an Integration Specialist and provides a unique perspective on the Waverly integration process, being part of an integrated firm herself. In her role, Sam forms an essential part of Waverly’s Integration Team and the firm’s ongoing M&A strategy. As new firms are acquired, Sam assists new team members in the complicated transition to Waverly systems and processes. Her ability to effectively communicate with clients and team members combined with her energetic and positive attitude, allows Sam to walk alongside her new team members as she helps them navigate change, while becoming part of the Waverly family.
Sam enjoys helping people and being an encouragement to those around her. In her free time Sam and her husband enjoy traveling and spending time with family and friends.