Samantha Thompson

Samantha Thompson draws her holistic advising philosophy from her 10 years as a full service fiduciary financial advisor and extensive Human Services and Social Work education. Samantha is passionate about empowering and educating her individual and business clients and helping them to define their long term goals. She does this through a unique 4D process that starts by identifying what her clients value most in life, and then creating a plan that honors those values.

Samantha has four degrees from NCT and UIU, which she puts to good use helping others with her knowledge. She and her husband Andrew go back and forth between their Gilbert, AZ and Wausau, WI offices servicing clients, while playing an active role in their communities. They enjoy spending time with their son, being outdoors, live music, farmers markets, cooking, and watching movies.

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