Samantha Lynn Heflin

Employer firm

Slp Wealth CRD 325631

$63.7M regulatory AUM 1,789 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 06/2025
  Apella Capital, Llc D/B/A Apella Wealth
  Glastonbury, CT
• 06/2021 → 06/2023
  Inspired Financial
  Huntington Beach, CA
• 10/2018 → 05/2021
  University Of Georgia Transportation Services
  Athens, GA
• 04/2020 → 09/2020
  Dominoes
  Athens, GA
• 08/2018 → 10/2018
  Unemployed
  Athens, GA
• 12/2017 → 08/2018
  Burlington
  Buford, GA
• 11/2016 → 12/2017
  Culvers
  Buford, GA
• 07/2013 → 11/2016
  Unemployed
  Athens, GA
• 06/2025 → Present
  Slp Wealth
  Atlanta, GA

Previous Registrations

• 2023-07-20 → 2025-06-11
  Apella Wealth
  Huntington Beach, CA
  West Hartford, CT

Designations

• Certified Financial Planner