Scotiana ("Scoti") Sampson joined Disbennett Wealth Management as a Client Services Associate in 2026. In her role, she supports the advisory team by assisting with client service, account administration, and the day-to-day processes that help deliver an exceptional client experience.
Scoti recently graduated from The Ohio State University with a degree in Consumer and Family Financial Services, specializing in Financial Planning. She has completed the CFP® Board-Registered coursework and gained valuable hands-on experience through a financial planning externship, where she worked with investment, retirement, tax, insurance, and estate planning strategies. She is also eMoney Certified, providing her with valuable experience using financial planning technology to help clients work toward greater financial clarity and confidence.
In addition to her financial planning education, Scoti brings strong leadership, organizational, and client service skills developed through several years of managing and training teams in fast-paced environments. Her attention to detail, positive attitude, and commitment to serving others make her a valuable member of the Disbennett Wealth Management team.
Outside of the office, Scoti enjoys crocheting and spending time with her "son"—her beloved puppy, Milo.