Client Service Specialist
Sam joined Eslick Financial Group in 2022, bringing more than nine years of experience in financial services. She supports both insurance underwriting and investment servicing, helping ensure that client implementation and ongoing service are handled with precision and care.
Her background includes experience with qualified retirement plans and non-qualified benefit plans, giving her a strong understanding of both personal and employer-sponsored financial structures.
Sam enjoys spending time with her husband and family, traveling, and spending summers at her family’s place in Lansing, Iowa.