Cfp® Samantha Heflin

Financial Planner at Apella Wealth

Samantha Heflin, CFP®, currently serves as a Financial Planner at Apella Wealth, a position held since July 2023, after completing a Financial Planning Resident role at Inspired Financial from June 2021 to July 2023. Prior to their financial planning career, Samantha operated university buses at The University of Georgia, where responsibilities included obtaining a CDL license and ensuring passenger safety from October 2018 to May 2021. Samantha's professional experience also includes a role as a Retail Cashier at Burlington Stores, Inc. in 2017. Samantha holds a Master of Science in Financial Planning and a Bachelor of Science in Financial Planning, both from The University of Georgia.

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