Sam serves as a Client Support Specialist at MBA Wealth, acting as a liaison between our clients and wealth advisors. In her role, she ensures smooth daily operations and believes that smooth operations and clear communication are the backbone of financial success. She is committed to connecting clients with their advisors seamlessly, bringing order, warmth, and precision to every meeting and project.  

 

Sam is a rising junior at the University of Colorado Boulder’s Leeds School of Business, pursuing a Bachelor of Science in Business Administration (BSBA) with dual emphases in Finance and Personal Financial Planning. Beyond her academic coursework, she actively develops her leadership skills as the Director of Operations for the CU Women in Finance Club, where she helps oversee event execution and operational strategy for emerging female professionals.

 

Outside the office and classroom, Sam fully embraces the Colorado lifestyle. As a proud Colorado native and former competitive cross-country mountain biker, she remains an avid hiker, skier, and outdoor enthusiast. In her free time, you will often find her tackling the state's famous 14ers or exploring new destinations through her love of travel.