Samantha joined Crossbridge Financial Group in 2013 with 15 years of experience in the financial industry. As planning assistant to Gerald and Aaron Randisi, CFP®, she takes great pride in putting clients first—always willing to go above and beyond to meet their account service needs. She enjoys getting to know Jerry's and Aaron's clients and learning more about financial planning and investment vehicles.
Previously, she worked for a firm in Pittsford, New York, whose primary focus was life insurance. Samantha graduated from Bryant and Stratton Business College with a degree in business management.
Sam and her husband, Matthew, and daughter, Kameron, live in Webster, New York. Sam is a strong advocate for financial planning because she knows firsthand what a good plan can accomplish.
Samantha's passion is cooking. When she is not in the kitchen, she is out gardening, biking, hiking, stream and pond fishing, or creating new adventures with Matthew, Kameron, and Finn, their 3.6-pound Yorkshire terrier.