Samantha has been providing financial and investment advisory services to clients since 1992, and always in a Fee-Only environment. She is a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Financial Consultant, a Chartered Advisor for Senior Living, and a NAPFA-Registered Financial Advisor. Samantha is a frequent contributor to local and national publications and is active in professional organizations such as NAPFA and the Financial Planning Association. She has served as both President and Treasurer of the NAPFA Midwest Regional Board of Directors. Samantha is currently serving a three-year term as Treasurer of the NAPFA National Board. Samantha holds a BS in Business Administration/Finance from The University of Akron. She is a frequent public speaker at events including those held by The Ohio Society of CPAs Personal Financial Planning Forum and The Ohio State University's Family Financial Management Conference. Samantha recently appeared in a live interview on CNBC's Power Lunch television program