Meet The Team

Meet Samantha Shucavage

Partner & Investment Advisor Representative


Samantha “Sam” Shucavage is a North Carolina native and works alongside her father, David, as an advisor and partner at Carolina Retirement Planners. She obtained her insurance license shortly after graduating from North Carolina at Chapel Hill and provided life insurance planning for young parents looking for college education funding options. After a few years, Sam had the opportunity to pursue a career utilizing her knowledge of the area and her complex palate as a wine distributor for Empire Distributors.

While she enjoyed the job and her relationships with clients, she felt something was missing. David invited Sam to attend a convention for retirement planners with him in Salt Lake City. It was at this convention that Sam decided helping people plan for retirement was what she was meant to do. Sam’s caring nature and attention to detail has provided her with an innate ability to assist her clients with the strategies needed for a confident and comfortable retirement.

When she is not in the office, Sam enjoys exploring our beautiful beaches, concerts at Greenfield Lake, kayaking, playing disc golf and continuing her wine education…even though her husband, Neil, is a head brewer at Flytrap Brewing.
Sam is insurance licensed and has passed her Series 65 securities exam.