Samara Hanson Velloo

Client Service Associate

Samara Hanson Velloo brings over six years of experience in the wealth management industry, where she has built a strong foundation in operations, client service, and advisor support. Throughout her career, she has developed a reputation for being detail-oriented, responsive, and committed to helping clients and colleagues navigate complex processes with ease. Her client-first mindset and collaborative approach allow her to contribute meaningfully to both the team and the overall client experience.

Samara graduated from Sonoma State University with bachelor’s degrees in Psychology and Criminal Justice. Her academic background gives her a unique perspective on understanding individual needs, building strong relationships, and communicating thoughtfully and effectively.

She holds her Series 7, Series 66, and Series 24 licenses, reflecting her dedication to professional growth and deepening her knowledge within the financial services industry.

Samara genuinely enjoys working with people and takes pride in providing exceptional service. She values creating positive, lasting relationships and strives to ensure every interaction is handled with professionalism, warmth, and care.

In her free time, she enjoys reading, watching films, hiking, and spoiling her cats.