Samantha works closely with retirement plan clients and their advisors. She is the primary contact for plan participants, record keepers, and service coordinators. Samantha has worked in the retirement industry since 2002, focusing on 401(k) plan administration, self-directed IRAs, and alternative assets. In early 2016 Samantha joined the team at Genovese Burford & Brothers. She currently holds a B.A. in Organizational Leadership from Chapman University.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.