Meet Samantha

Samantha Files

I’m Samantha, a professional with both medical and financial experience with an unwavering passion in life to assist individuals and businesses with my extensive knowledge and skill set to make a meaningful impact in the lives of others.

Throughout my career, I have consistently upheld client confidentiality, a vital attribute for a Daily Money Manager. I take pride in my ability to engage in critical thinking, excel under pressure, and exhibit meticulous attention to detail, which are qualities that serve me well in my professional and daily life.

On a personal note, I had confronted financial challenges in the past and understand the profound difficulties that can arise in such circumstances. I am driven by the desire to prevent others from repeating the same mistakes I made, especially if they find themselves navigating these challenges alone.

I first met Paula while utilizing my nursing experience in having the great privilege of caring for her mother, Shirley. While I harbor a deep-seated love for the medical field, I felt a compelling urge to return to a financial career capitalizing on the skills I cultivated previously working in the small business community. I have always possessed a genuine fondness for “numbers” and firmly believe daily money management provides me an opportunity to excel while aiding others in the process.

As a mother to two beautiful children, I sought a profession that would harmonize with my home life. As a family, our aspiration is to work toward a homestead lifestyle and embrace a sustainable, land-based existence.

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Current Affiliations

• AADMM (American Association of Daily Money Managers) Member | October 2023 - Present

Certifications

• Alzheimer & Dementia Training | July 2012