
New Staff Member - Samantha

We’re excited to introduce you to our newest employee, Samantha Ocanas! Samantha has several years of administrative, sales, and support service in the life and health insurance space. She is working for us in the office Monday-Thursday to support us on the administrative and client servicing side of our business. If you need to schedule a meeting with Chad or Jessica, or if you have any servicing needs for your investment or insurance accounts, please reach out to Samantha. She can be reached via email at [email protected] or by calling the office 254.776.8400 ext 4. We’re excited to have her on our team and she is eager to get to know you and help!