A culture of service From a collaborative, family team
Samantha helps define the financial picture for clients by gathering and evaluating data to create our custom reporting and financial plans. She supports the team and works closely with Jeff and Kate to ensure our clients have financial goals and plans that are adapted to their individualized needs.
Samantha is a Registered Investment Advisor (Series 66) and holds the PA Life and Health insurance license. She is dedicated to broadening her financial knowledge through additional education and is studying to become a CERTIFIED FINANCIAL PLANNER™ professional.
She graduated from the Pennsylvania State University with a master’s degree in Finance and B.A. in History. Prior to joining Kooman & Associates, she spent time in the finance industry but also worked at a local credit union for nearly ten years.
Samantha lives in Altoona with her husband, Calvin, and their children: Jaxon, Maddox, and Olivia. In her free time, she enjoys spending time with her family, reading, and finding new activities to enjoy with her children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.