Advisor profile


My approach

Samantha Seitz-Elsing - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Samantha Seitz-Elsing - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Accident, Life & Health Insurance

Education

  • Bachelor's Degree in Psychology from the University of Rhode Island, Kingston, Rhode Island

Interests

My husband and I enjoy outdoor activities and use any excuse to take the kayaks and paddle boards out on the water. Once the weather turns, we like to head up north for some fall hiking.

Spending time with our dogs Carson and King.

Reading, especially on the beach in the summer, is my favorite way to escape. There is nothing that helps relax and clear my mind like a good book.

I also enjoy giving back. I try to contribute throughout the community when I can with organizations like the Wakefield Rotary Club, Ducks Unlimited and other opportunities as they arise.