Samantha Thompson

Samantha Thompson has a strong background in the financial industry, with their most recent position being the VP of Wealth Management at TerraWealth™. In this role, they had various responsibilities including client service, compliance, and product expertise, while maintaining a fiduciary stance. Prior to that, Samantha worked as an Investment Advisor Representative at Thompson Financial Group for 10 years. Samantha also gained experience as a Compliance Coordinator at Opportunity Inc., where they provided administrative support and ensured compliance with state and federal regulations. Starting their career, Samantha worked as an Intake Counselor at Bridge Community Health Clinic, where they conducted psycho-social assessments on patients and collaborated with a mental health team to develop individual service plans.

Samantha Thompson obtained a Bachelor of Applied Science degree in Human Services, Social Work, Development, Family Studies, and Related Services from Upper Iowa University from 2010 to 2013. Prior to that, they earned an Associate of Arts and Sciences degree in Developmental and Applied Psychology and another in Communication, General from Northcentral Technical College from 2006 to 2008. Samantha does not have any information provided regarding their education at The American College of Financial Services. Additionally, Samantha holds certifications such as Life Licensed from Arizona, and Series 6, 63, and 65 from FINRA (Financial Industry Regulatory Authority). No specific dates for obtaining these certifications were provided.