Meet Samantha
Samantha is a Financial Planner based in Dallas, Texas. She joined Mercer Advisors in 2024 after graduating with a bachelor’s degree in economics, minoring in business administration and wealth management, from the University of Florida. Her interest in finance began through her involvement in 4-H, where she raised livestock and learned the importance of managing money, setting goals, and planning ahead. She is a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Samantha takes a collaborative approach to financial planning, helping clients navigate important decisions with clarity and confidence. Her goal is to build strong relationships by listening carefully, communicating openly, and providing thoughtful guidance tailored to each client’s unique situation.
Samantha in real life
What keeps you busy outside of work?
Outside of work, I enjoy spending time with friends and family, hiking, camping, and staying active. I love being outdoors, exploring new places, and traveling whenever I have the opportunity. Whether it’s a weekend adventure close to home or discovering somewhere new, I enjoy experiences that allow me to connect with others and appreciate the world around me.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of the firm’s commitment to putting clients first and delivering comprehensive financial planning. Just as important, I enjoy the people I work with. I am surrounded by intelligent, experienced professionals who challenge me to grow and collaborate to deliver the best possible outcomes for clients. That combination of teamwork, expertise, and client focus makes Mercer Advisors a rewarding place to work.
Any words you try to live by?
Focus on what you can control. Life is full of uncertainties, but approaching challenges with a positive attitude, preparation, and consistency can make a meaningful difference over time.
Meet Samantha ’s Teammates
Maggie Wagner
Wealth Strategist, Ascend
What Samantha Says
I enjoy working with Maggie because of her deep knowledge, collaborative approach, and commitment to delivering exceptional client service. She brings valuable perspective to each client relationship, and together we work to develop thoughtful solutions that help clients make informed decisions and stay focused on their long-term goals.
Madeline Trettel
Wealth Strategist, Ascend
What Samantha Says
I enjoy working with Madeline because she is intelligent, dependable, and always focused on doing what’s best for clients. Her attention to detail and willingness to collaborate help ensure our clients receive a high level of service and personalized guidance. Working together allows us to provide clients with confidence and support as they navigate important financial decisions.
Bryan Strike
Sr. Director, Financial Planning
What Samantha Says
I enjoy working with Bryan because he is incredibly knowledgeable, collaborative, and focused on delivering the best outcomes for clients. His ability to break down complex financial topics and think strategically makes him a valuable resource for both clients and colleagues. Working together allows us to provide thoughtful, well-rounded advice tailored to each client’s unique situation.
Ready to learn more?
