Samantha L. Thomas

Intern

Samantha joined the firm in January 2020. She is currently a Senior at the State University of New York at Buffalo working toward a Bachelor of Science Degree in Business Administration with a Financial Analysis Concentration. Samantha is assisting our team throughout tax season in both our Tax and Financial Planning departments. She is helping with entering information for client tax returns, tax return assembly, and the processing of tax returns as they arrive at the office. She also helps to prepare for client review meetings and with entering data for financial projections and analysis.

Contact Samantha at slt@waterfordadv.com or 716-580-3906, ext. 102.

Connect with Samantha on LinkedIn