Samantha currently owns & operates the Elk Mountain Financial branch in Alamosa, Colorado. In 2017, she joined the industry as an Office Assistant for LPL Financial in Leadville, CO. She has an Associate of Arts in Psychology through Colorado Mountain College and her Bachelor of Arts in Psychology through the University of Colorado Denver.
Samantha is currently an LPL Registered Representative and holds the following securities registrations through LPL Financial:
- Series 7 General Securities
- Series 66 Uniform Combined State Law
Specialties
- Comprehensive Financial Planning
- IRA/ROTH, 401k, Individual Investment Accounts, College Savings
- Employer Rollover Education
- Business Retirement Plans
- Fixed Income
- Managed Portfolios
- Values-Focused Investing