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The One2One Story

Client Centered

One2One was founded with one goal in mind: to help hardworking individuals achieve their biggest goals. Founders Samantha and Kim set out to create a different kind of financial planning experience. One that wasn't based on a transaction but instead on the one to one relationship that is formed when working together towards a shared purpose.

Samantha has been trail blazing in the financial services industry since 2004. She has helped countless healthcare professionals and those with a heart for service achieve their dream retirement. In 2014, Kim joined her mission with a vast background in business management. She was ready to break free from corporate America and embark on a new journey making a difference each day.

Together, they've built One2One. A place where you're more than a client,

you are family.

Our team will stand by your side, to and through retirement. We listen without judgement and won’t just create your financial roadmap: We will make sure you understand your strategy and feel comfortable with every step along the way.


-Samantha Sagers Davenport, CFBS®, CLTC®

Financial Advisor