Our Team

"The most successful financial plans aren't built around products; they're built around people and the lives they want to create."

 Samantha founded Scopo Capital Planning with one mission: to help successful people make smarter financial decisions so they can enjoy life today while building lasting financial security for tomorrow.

She specializes in working with physicians, business owners, and retirees who want more than investment advice—they want a thoughtful strategy that coordinates every aspect of their financial life. From sophisticated tax-efficient planning and retirement income strategies to investment management and long-term wealth preservation, Samantha helps clients simplify complex financial decisions with clarity and confidence.

What truly sets Samantha apart is the way she serves her clients. She believes every financial plan should begin by understanding the person behind the portfolio. She takes the time to listen carefully, understand each client's goals, values, and concerns, and create personalized strategies designed around the life they want to live—not simply the numbers.

Clients appreciate Samantha's ability to explain complex financial concepts in a way that is clear and practical while providing proactive guidance through every stage of life. Her commitment extends far beyond developing a financial plan—she becomes a trusted partner who genuinely cares about helping clients achieve their goals and protect what matters most.

Outside the office, Samantha enjoys time with her husband Justin and their dog, Bolognese, as well as working out, traveling, cooking, and searching for the perfect breakfast sandwich.