Samantha’s Approach
Samantha L. Blahnik
Client Discovery Advisor
Overview
Samantha Blahnik is a client discovery advisor based in our Middleton, Wisconsin, office, where she focuses on building relationships and serving as a first-touch contact for prospective clients. Samantha helps individuals explore Savant’s planning resources and connects them with advisors across the firm’s national network.
In her role, Samantha supports early-stage client conversations by listening closely, answering initial questions, and guiding people to relevant planning tools and educational materials. Before joining Savant, she worked as an agent team member with State Farm Insurance, where she developed a strong foundation in client service and relationship management.
Samantha earned a bachelor’s degree in business administration in finance, along with a professional certificate, from the University of Wisconsin–Whitewater. While there, she traveled nationwide, competing in American Marketing Association events, gaining hands-on experience in communication and marketing strategy.
Away from work, Samantha prioritizes wellness through fitness, reading, and listening to podcasts. On the side, she enjoys cooking for those she loves and always trying new cuisines. She is also a devoted football fan and makes it a point to attend Green Bay Packers games each year, especially since Lambeau Field sits close to her parents’ home.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin–Whitewater
Bachelor of Business Administration in Finance with a professional certificate
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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