Samantha serves as the primary point of contact for clients as well as for visitors to our Ellensburg office. In addition to answering phones and greeting guests, Samantha also provides comprehensive support to our Client Service team by assisting with the preparation for client meetings, running a variety of investment and portfolio reports, and ensuring the office runs smoothly.
Samantha brings a strong background in the financial services industry. Most recently, she held the position of Client Relationship Manager and Notary Public for Ameriprise Financial in Mount Vernon where she managed day-to-day tasks, prepped account applications, and assisted with trades, transactions and money movements. Prior to working with Ameriprise, Samantha served as the Marketing Specialist for Brothers Home Improvement in Roseville, California where she oversaw front office operations, managed marketing opportunities, and trained new staff among a myriad of duties.
When she’s not helping to serve Trellis clients, Samantha enjoys spending time with her husband and daughter, taking road trips, obsessing on jigsaw puzzles, and doing pretty much any outdoor activity.