Samriti earned her Master’s degree in International Banking and Finance from Sheffield Hallam University, United Kingdom - being a daughter of a Treasurer, Samriti naturally gravitated towards a career in Finance. Her first job after school was as a project analyst with HSBC, U.K. where she loved her work, but missed the hot drier weather. She later got married, moved to St. Louis and joined the Duff Team at Moneta in 2007. The best part of her job is helping others navigate the financial complexities to achieve financial independence with the right strategic tools.
Samriti moved her family to Phoenix in 2011, where they fell in love with the landscape, the people and weather. Outside of work, she enjoys travelling, hiking and spending time with her daughter who loves playing the piano and is working towards her first degree black belt.
- MBA, International Banking, Sheffield Hallam University
- CERTIFIED FINANCIAL PLANNER™