Samantha is an Operations Analyst who helps to ensure clients are receiving operational support by reviewing incoming cash receipts, assisting with account maintenance and reconciliation. She believes in the importance of attention to detail to ensure sure clients are receiving the best possible service and care.

Samantha has worked in fiduciary operations for over 7 years and prior to her role with Inspire, worked in operations at Wells Fargo where she gained experience in cash processing, balancing and reconciliation and safekeeping of securities. She assisted as a subject matter expert during policy and procedure review and collaborated to develop comprehensive training material to enhance operational efficiency and consistency. Samantha holds a B.A. from California State University of Long Beach with hopes to continue her higher education in the future.

Samantha calls Southern California home and when she is not supporting operations at Inspire, she is usually spending her free time reading, gardening or enjoying a quiet day with her husband and dog. She loves animals and can’t wait to foster as many as she can in the future.