Our Team

Samantha founded Scopo Capital Planning in May 2023 after extensive experience working both on her own and with other teams at independent broker dealers and captive agencies. Samantha has spent her career working with business owners & individuals to mitigate risk and efficiently accumulate wealth in a comprehensive financial strategy.

After spending her first 6 years at Northwestern Mutual building a solid foundation in risk management planning, Samantha made a strategic shift into the independent broker dealer space to focus on investment management specializing in 401k and Defined Benefit Planning.

Personally, Samantha considers herself an accomplished breakfast sandwich connoisseur. She resides in Pennington, New Jersey and loves spending her free time with family, working out, traveling, and cooking. Lastly, if you ever need a friend to run a 5k with she is the person to call.