Operations Coordinator, Midwestern Wealth Management
Samantha Evans is Operations Coordinator of Midwestern Wealth Management. She works with clients and advisors in day-to-day coordination's and management of business operations activities. Monitors, controls and manages business operations to meet client expectations and company goals. Liaise between client and advisor to ensure smooth operations delivery.
Samantha believes with smooth data input, and effective client interactions she can help her advisors go above and beyond helping their clients without the worries of the quotidian tasks.
Samantha holds a Bachelor of Science Degree in Financial Services and Finance from Wright State University.
Allison Durnbaugh is a Sales Assistant of Midwestern Wealth Management. Allison works with advisors to manage day-to-day operational activities.
Allison believes that financial investing is very personal and works to foster relationships with clients to offer the highest quality of customer service.
Allison acquired her Bachelor of Science Degree in Business Administration with a concentration in Finance from Bowling Green State University in 2000. She also has secured her series 7 General Securities License, the Series 63 Uniform Securities Agent State Law License, as well as the Series 65 Uniform Investment Advisor Law License.
Allison serves as the Co-Coordinator for the Academic Volunteer Program at both Centerville Primary Village North and Driscoll Elementary School. She also is a part of the executive leadership team for Relay for Life of South Dayton and serves on the board of the Centerville Coed Dance Team in her free time.
*Allison is a Registered Representative with Cantella & Co. Inc.