Experience

Providing consulting services to clients since 2001, Samantha has assets under advisement of $1.8B (as of December 31, 2019). Her team's client base is comprised of High Net Worth Individuals and Families, Corporate Retirement Plans, Foundations & Endowments, and Not-for-Profit Organizations. She has served on UBS's Institutional Consulting Advisory Council since December 2020.

Samantha began her career in public accounting in 1992, later transitioning to corporate accounting, mergers and acquisitions for large publically traded institutions. She was active in the tax-free spinoff of Eveready Battery from Ralston Purina in 1999-2000 and performed analytical analysis and reporting on global subsidiaries of both companies, working in over 15 countries. In 2001, Samantha transitioned her career to the investment consulting industry where she leveraged her skills to build a highly successful practice. Her combination of experience and expertise has enabled her clients to successfully navigate the complexities surrounding preparing for retirement, selling a business, estate planning, and the ever-changing fiduciary landscape associated with running a business. 

She is a graduate of Leadership Lakeland Class XXIX and is a member of the following organizations: Council on Foundations, Alliance of Merger & Acquisition Advisors, NAPA-National Association of Plan Advisors, Investments & Wealth Institute, Partnership for Philanthropic Planning of Tampa Bay, Lakeland Chamber of Commerce, LRMC Women in Philanthropy, United Way of Central Florida Community Investment Team. She has served on numerous community boards and is a frequent speaker on topics such a financial planning and board responsibilities.

CA Insurance License #0G64976

Since 1993, Jeff has been helping a diverse clientele of business owners, professionals, executives, and their families with all aspects of their financial lives. His background as a commercial lending officer and private banker, combined with his M.B.A., experience as a portfolio manager and his designations as both a Certified Financial PlannerTM (CFP®) professional and Certified Exit Planning Advisor (CEPA®), has given him a rare set of skills and insights that sets him apart from other advisors.

Jeff’s commitment to financial planning comes directly out of his own life experience. Shortly after Jeff finished college, his father suddenly passed away. Because his father had done little financial planning, Jeff was forced into action and quickly took the reins to settle his father’s business and set a plan for his widowed mother. The experience put him on his path as a financial advisor, not only because of his financial acumen but because of his compassionate understanding of the experiences and emotions that play a role in one’s feeling of security and independence.

Originally from Guthrie, OK, Jeff has called Gainesville, FL home since 1974 where he and his wife, Amy, are raising their two children, Kendall and Carson. Outside of work, Jeff enjoys traveling, hiking, scuba diving, and coaching youth athletics.  Jeff's community involvement includes serving on several boards and committees including Haven Hospice, the Community Foundation of North Central Florida and Anthem Community Church. Jeff is a graduate of the Greater Gainesville Chamber of Commerce’s Leadership Gainesville program. He has been recognized by the Community Foundation of North Central Florida as an inaugural member of the Door Opener’s Society and received the 2020 Legacy Award for professional advisors.  He was also named the 2020 "Best of the Best" financial advisor by the readers of the Gainesville Sun newspaper.

CA Insurance License #0K51808

Ashley is part of SageView Partners’ financial planning process, specializing in retirement planning and investment proposals. Her role as Relationship Manager allows her to fully assist clients from day-to-day admin functions to more complex investment management needs.

Joining the financial services industry in 2008, Ashley interned in wealth management while completing her Finance degree at the University of Florida. She joined our office in 2012 at Merrill Lynch, later moving with us to UBS Financial Services in 2015. She is a CERTIFIED FINANCIAL PLANNER®™ professional and has specializations as a Certified Divorce Financial Analyst® (CDFA®) practitioner and Chartered Retirement Plans Specialist™SM (CRPS®).

Ashley lives in Gainesville with her husband and two children. In her free time, she enjoys volunteering, travel, exercise and spending time with her family. Ashley is passionate about her community and serves on the Board of Directors for the Ronald McDonald House of North Central Florida. She serves as Treasurer and Chair of the Finance Committee and sits on the Development Committee and other subcommittees. Ashley has also served as a Guardian ad Litem volunteer over the years and coordinates the annual office school supply drive and Christmas wish list drive for the local children in foster care. She is also a graduate of Leadership Gainesville, Class 49, which is a selective leadership program sponsored by the Greater Gainesville Chamber of Commerce.

Pam has over 30 years of experience in the financial services business and specializes in excellent client service. She holds a Series 7, 63 and 66 license. She was first exposed to securities in Accounting 202 and has been hooked ever since.

Pam is originally from south Louisiana and attended the University of Louisiana at Lafayette.  She moved to Atlanta, Georgia in 1986 where she began her financial services career. She has worked at regional and international firms and joined UBS in Atlanta in 2007 with her team from Lehman Brothers.  

Pam has two children, Nick and Jessica. Nick is married with one daughter and resides in St. Petersburg, Florida and Jessica is married with two daughters and lives in Houston. After the birth of her first granddaughter, Pam transferred from UBS in Atlanta to UBS in Houston and recently transferred to St. Petersburg, FL on the birth of her third granddaughter.  Pam enjoys cooking, gardening, reading, sports and the outdoors, but especially spending time with family.

Sophie joined SageView partners as an intern in 2023 and is now serving clients as a Client Service Associate in our Tampa office. Sophie is attending the University of Florida pursuing her degree in Business Administration.