Meet The Team

Meet Samantha Shucavage

Associate Advisor

Samantha joined Carolina Retirement Planners in July of 2017 but is no stranger to the business, having spent much of her life watching her father, David Shucavage, grow his loyal client base. As a child and young adult, Samantha performed in many local community theatre productions that many of our valued clients attended over the years.

Samantha’s role has been ever-evolving at CRP.   While studying under David and trying to learn all aspects of the business, Samantha has also been handling the processes and strategies by which we communicate with clients, colleagues and future clients. She has been taking a leading role in improving our internal operations especially with regard to the use of technology and software integrations. Samantha recently passed her series 65 and is now excited to expand her role even further by conducting client reviews and providing assistance on the planning side as well.

After graduating from the University of North Carolina at Chapel Hill and getting her insurance license, Samantha provided life insurance planning for young parents looking for college education funding options. After a few years, Sam got her dream job (at the time) as a wine distributor for Empire Distributors. Her knowledge of and passion for wines led her to this position and she spent her days working with restaurants, bars, and wine stores to curate a selection of wines for different price points and pallets. Her favorite part of the job was working with the clients and creating long-term, meaningful relationships while learning a great deal about fine wines and business development.

Sam is thrilled to have the opportunity to build similar meaningful relationships with clients, colleagues and her community in her role here at Carolina Retirement Planners.

When she is not in the office, Samantha enjoys good food, continuing her wine education, concerts at Greenfield Lake Amphitheatre, kayaking, and playing disc golf with her Fiancée, Neil.