Samantha Mokma joined Pettinelli Financial Partners in 2026 as Director of Financial Planning. She brings more than 10 years of experience in the financial services industry and is responsible for overseeing the firm’s financial planning team, planning processes, and supporting technology. In her role, Samantha works closely with advisors and planning staff to support the development, implementation, and ongoing refinement of the firm’s financial planning strategies and client experience initiatives.
Her responsibilities include managing planning workflows, overseeing data gathering and analysis, reviewing plan development, supporting planning-related technology and systems, and helping maintain consistency across the firm’s financial planning processes and standards. Samantha also collaborates with advisors and leadership on process improvements, operational efficiencies, and initiatives designed to support both the planning team and the overall client experience.
Samantha has experience working with high-net-worth individuals, families, and small business owners, with a focus on financial planning and tax-related considerations. Throughout her career, she has supported clients in a variety of areas including retirement planning, cash flow analysis, tax planning coordination, business planning considerations, and multi-generational financial planning discussions. She values organization, collaboration, and process-driven planning in supporting advisors, team members, and client service efforts.
Prior to joining Pettinelli Financial Partners, Samantha spent more than a decade with The Bishoff Financial Group, where she held roles including Senior Tax Specialist and Operations Manager. During her tenure, she was involved in tax preparation and planning support, operational management, staff training, workflow development, and supporting financial planning initiatives. She also worked closely with firm leadership on internal processes, client service operations, and planning coordination efforts.
Samantha earned a Bachelor of Arts in Consumer Science and Family Financial Services from The Ohio State University. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and an Enrolled Agent (EA). She also holds her Series 7 securities registration through LPL Financial.
Samantha lives in Orange County, California with her husband, Luke, and their two children, Lincoln and Lucy. Outside of work, she enjoys reading, attending conventions, and spending time with her family.
