Samantha Meyer
Client Service Associate
Sam joined our team in February 2025 and is responsible for maintaining our client service standards and enhancing communication. She's passionate about people and wants to ensure that each of our clients have a positive experience with My Advisor & Planner! Prior to joining our team Sam spent seven years as a Lead Client Service Administrator with Lauterbach and Amen, LLP in their Pension Department where she traveled IL and TX working with Police and Fire Pension Board of Trustees as well as Plan Participants.
Sam's other passions include running, suspense novels, and spending time with her family. Sam volunteers as a Girl Scout Troop Leader, participates in the Chamber of Commerce and is active in several other community charities. She currently resides in Geneva with her husband Joshua and their two daughters.
Licenses
- Sam is currently in the process of obtaining her FINRA and insurance licenses. Check back soon for updates!