Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Samantha has been part of the Cambridge Source Office Assistant Team since 2024. Samantha assists financial professionals with account management, reporting and planning, communication, and client management. She currently lives in Rose Hill, Iowa, where she enjoys spending time with her kids and husband, baking, and crafting.