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Samantha S. Pate

CAPI, CPRIA
Personal Risk Advisor
SPate@SwingleCollins.com
972.715.8706

Samantha serves as a Personal Risk Advisor who works with successful individuals and families on all their personal insurance needs. She joined Swingle Collins & Associates in 2011. After spending nearly a decade working in the insurance business, Samantha knows how to analyze a family's insurance program and offer solutions that benefit the client. She enjoys being an insurance resource for her clients and advising them on how to navigate deductible options to claims management. 

Samantha earned her Certified Advisor of Personal Insurance (CAPI) designation with Chubb Insurance at the Wharton School of the University of Pennsylvania, Aresty Institute of Executive Education in 2017. She is also designated as a Chartered Private Risk Insurance Advisor (CPRIA) through the Private Risk Management Association University endorsed by St. John's University Executive Education. Additionally, she has been recognized as one of D Magazine's Best Insurance Agents in Dallas.

Samantha was born and raised in Dallas, Texas. She graduated from Southern Methodist University, where she earned her Bachelor of Liberal Arts in Economics and History. Samantha is an active member of the Ursuline Academy Alumnae group, Wesley Prep Parent Association, and the Preston Hollow Early Childhood Development Association. Samantha and her family are active members of Highland Park United Methodist Church. She enjoys yoga, skiing, and hiking in Colorado. Samantha and her husband, Jay, have two children, Alice Elizabeth and Jack.

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