Sam joined Waverly Advisors in January 2024 following the acquisition of StrategIQ Financial Group, bringing firsthand experience of the transition process to her role as a Post-Close Integration Specialist. As the friendly face behind the scenes, Sam ensures smooth transitions by maintaining momentum, keeping everything on track, and meeting timelines as new firms integrate into the Waverly Way. Her strong communication skills, combined with her energetic attitude, help guide new team members through Waverly’s systems and processes, ensuring they feel supported and confident every step of the way. Outside of work, Sam is passionate about helping others and serving as a source of encouragement. She and her husband, John, love traveling and spending quality time with family and friends. She’s also deeply involved in her church and enjoys volunteering in her local community. At home, she’s kept on her toes by her playful dog, Jade, who brings an extra dose of energy and joy to her life!
