ABOUT

Samantha (Sam) Simons is a financial advisor and a client services associate with EFS Advisors. Her financial services career began in 2007 in the back office of EFS, in Cambridge, MN where she wore many hats and learned a lot about the industry. Soon thereafter, she became a licensed advisor holding Series 6, 63, and 65 registrations as well as Life/Health Insurance license, adding another hat to the wardrobe.

She began servicing clients from the home office and building her own client base along the way. She enjoys helping her clients with long term financial goals and planning and finds it very rewarding to help individuals feel more confident in understanding finances, investing and creating retirement plans together. She graduated from Northwestern College in St. Paul with a B.A. degree and is a member of the National Tax Shelter Accounts Association (NTSA).

Sam lives with her husband and three sons in Cambridge. As a “boymom,” she has learned to love frogs, dirt and noise. She and her husband enjoy watching the boys grow and making memories with them. When she is not working, Sam enjoys being outside, a clean house, reading on the front porch and quiet… but not too much quiet.

PROFESSIONAL QUALIFICATIONS

• Bachelor's Degree in B.A, Northwestern College
• FINRA Series 6, 63, and 65 registrations
• Life/Health Insurance License
• Member of the National Tax Shelter Accounts Association (NTSA)
• Member of the National Tax Shelter Accounts Association (NTSA).

SCHOOL DISTRICTS