Samantha Burke

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As a financial advisor, I take pride in revolving my career, the ultimate goal of helping my clients, my every day interactions with my clients – in adding value to not just their financial well-being, but their value of living, the comfort of reaching not just their financial goals, but their family, personal and retirement goals – discovering what drives them, and how we can financially give them more than just confidence, but to help them to live out their dreams.  My vision is to work with clients on a personal level – it’s important to me to have a relationship with my clients, and not just transact with them. We live in a world that is impersonal enough, and I never intend on adding to that way of service. 

I’ve always envisioned myself in a career and living a life in which I am able to touch and improve people’s lives. Making a difference, a genuine difference, brings me so much fulfillment and joy. When I see the difference I make, even better, when my client’s see and feel the difference I make – is the most rewarding piece of this job. Being an advisor allows you the opportunity to do just that. Doctors take care of a client’s physical health – but as an advisor, it’s our duty to look out and advise on our client’s financial health. To be the person that bridges the gaps for clients in order to reach their goals of either retiring at a certain age, of leaving a legacy to their grandchildren, to not just accomplishing financial goals, but their life and family goals, truly brings me the satisfaction I’ve always hoped to find in a career.

  To understand who I am a bit more.... I grew up in a big Italian family, and I've loved every overwhelming minute of it. Tradition, especially family tradition, is extremely important to me, so things like cooking, making homemade sauce and wine, sitting around the dinner table for 2 hours after dinner is done - are things that I hold near and dear to my heart. Family is, always has been, and always will be incredibly important to me. I'm a mom of two beautiful boys and am married my high school best friend. Outside of family, I enjoy traveling as much and as often as possible, cooking, gardening, and spending time enjoying the outdoors. At this point in my life, family and my career are my life priorities, and I pride myself at working hard at being successful in both of those.