Financial Paraplanner, Midwestern Wealth Management
Samantha Evans is a Financial Paraplanner for Midwestern Wealth Management. She works with clients and advisors to coordinate the completion of day-to-day operations tasks or requests. She monitors and manages ongoing operational work flows to ensure client expectations and company goals are met.
Samantha believes with effective client interactions and a high level of customer service she can help her advisors go above and beyond for their clients.
Samantha holds a Bachelor of Science Degree in Financial Services and Finance from Wright State University.
Samantha resides in Fairborn. She enjoys time with her family, friends, and puppies. Her favorite past times include kayaking, hiking, and watching movies.
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.