Samantha is wired to face challenges head-on, creatively, and without complaint. It keeps her laser-focused on ensuring the core principles of Bluegrass Capital Advisors are demonstrated in every interaction a client has with us.
She began her financial services career in 2021 in Charlotte, NC, where she was responsible for project management and transition services. She gained experience in operations, marketing, business management, and advisor integration.
These broad skills and knowledge allowed Samantha to naturally progress into her current role at Bluegrass Capital Advisors, where her operational leadership is critical to support all stages of our process for serving clients.
Samantha attended Appalachian State University in Boone, NC, earning a bachelor’s in political science with a pre-law concentration.
Lover of Family, Golf & The Carolinas
Samantha’s roots are in the Midwest (Crystal Lake, IL), but when she moved to Charlotte, NC, during high school, she quickly fell in love with the Carolinas because of the warm weather and proximity to both mountains and beaches.
These days she lives in Indian Land, SC, with her husband Chad and golden retriever Tucker.
She counts her family among her best friends. In addition to Chad, the family circle currently includes her mom, dad, two brothers and their wives, a nephew, and a niece. She hopes that circle will grow in the coming years, as she and Chad start their family.
Samantha is active by nature, having played competitive soccer her whole life until a knee injury ended her national-level career. Now she enjoys hiking in the mountains, weekly golf-and-dinner dates with Chad, and weekends on the lake.