Advisory Team
Samantha Sagers-Davenport CFBS®, CPFA®, CLTC®
Financial Advisor
Samantha is the lead advisor of One2One Financial and has worked with her business partner Kim to build the team over the last nine years.
Kim S. Smith MBA, LUTCF®, CLTC®
Financial Advisor
kim.s.smith@financialguide.com
Kim Smith has been helping families uncover what matters most and reach their biggest goals at an agency of MassMutual (Massachusetts Mutual Life Insurance Company) since 2014. With a background in business management, she...
Matthew Sagers, CFP®
Financial Advisor
matthewsagers@financialguide.com
Matthew has been providing business owners, angel investors, and tech professionals with the roadmap to accomplish their unique goals since 2019. After a near-death experience while climbing one of China’s seven sacred mountains,...
Daniel Blum
Financial Planner
Client Service Team
Josie Amigo
Client Services Manager
Josie Amigo manages our Client Services team and has been with One2One since January 2023. She fields client questions, handles the needs with care, and serves as the point of contact throughout our planning process. Josie loves...
Jessica Zavaleta
New Business Manager
925-944-5742