Samantha joined HB Wealth in June 2025 and serves as Director of Strategic Initiatives within the advisory division. She is responsible for developing and executing firm-wide strategic initiatives to drive growth and improve operational scalability through cross-functional collaboration and executive support.
Before joining HB Wealth, Samantha had over 15 years of experience leading enterprise-wide initiatives, operational transformation, and performance management in financial services. She has held several senior leadership roles at Truist Bank where she drove strategic planning, organizational restructuring, M&A execution, and executive communications across complex, cross-functional teams.
Samantha earned her BS in Management Science at the Georgia Institute of Technology. She went on to receive both her JD and MBA from Georgia State University.
In her spare time, Samantha enjoys spending time with friends and family, including her husband and daughter, traveling, and going to concerts.