Samantha Jenkins, CFP®, AIF®,
CLU®
Financial Advisor & Retirement Plan Advisor
Samantha Jenkins is a Colorado native and a Financial and Retirement Plan Advisor at IMA Retirement, based in Denver. She has extensive experience in helping employers design retirement programs that improve employee financial outcomes, specializing in 401(k), 403(b), and defined benefit Cash Balance plans. Samantha also consults with employers to create executive benefit programs aimed at attracting and retaining top talent and enjoys developing comprehensive financial plans for individuals and families.
Samantha’s financial services career began in 1999 when she became a 401(k) and Stock Option Plan Manager at Merrill Lynch. Before joining IMA in 2007, she earned the Certified Financial Planner™ (CFP®) designation and provided financial planning and retirement plan services to clients at AXA Advisors. Samantha holds a bachelor’s degree in finance and economics from the University of Colorado at Boulder and earned her Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019, as well as the NAPA Non-Qualified Plan Consultant (NQPC®) designation in 2023. She is also registered with State 65.
Outside of work, Samantha enjoys watching and playing soccer, hiking Colorado’s beautiful trails, and playing guitar. She loves spending time with her large family and their energetic German Shorthaired Pointer, Callie.