Team Member Details

About Me

Sam joined Plancorp in 2021 as a Senior Financial Planner. After graduating with her master’s degree, Sam joined a public accounting firm working in their tax department. She worked there for four years and was licensed as a Certified Public Accountant during her time there. Sam primarily worked with high net worth individuals and closely held businesses. Her experience in tax preparation and planning makes her a great addition to the Plancorp team.

Outside of the office, Sam enjoys reading, golfing, and spending time outdoors with her husband, their daughter, and their two dogs.

Awards & Recognitions

  • 2023 Plancorp Core Value Award Winner - Work Wisely

Education

  • University of Missouri – Saint Louis, Master of Accounting, 2016
  • Missouri State University, Bachelor of Science in Accounting, 2014

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