Our Team

Samantha Wilhelm


What Does Samantha Wilhelm Do?

As she works toward a financial planning degree, Samantha assists with Morningstar investment models, the preparation of financial and retirement plans, and client servicing. She also joins Tom and Dan in many client meetings.  

Did You Know?

Samantha loves horseback riding and snowboarding. She plans to obtain her CERTIFIED FINANCIAL PLANNER™ certification in November of 2022.


  • Working toward a BBA in financial planning from the University of Akron, set to graduate in May of 2022