About Our Team
Who You’ll Be Working With
Wesley Samson
Owner/President
863-345-0538
wesley@samsonfinancial.net
Wesley Samson is the Owner and Wealth Management Consultant at Samson Financial, LLC, based in Lakeland, Florida, where he was born and raised. A financial consultant with multiple licenses across Florida, Texas, Nevada, California, and other states, Wesley has worked in financial services since 2017, helping clients with wealth management, estate planning, tax strategies, and investment advisory services.
His practice grew out of a simple observation: too many hardworking families had spent decades building wealth without ever building a plan to protect and pass it on. That gap led him to specialize in estate and tax planning, partnering with attorneys, CPAs, and platforms built specifically to help families create, organize, and maintain the documents and strategies that safeguard what they’ve worked so hard to build.
Wesley holds a B.S. in Marketing Management from Bob Jones University in Greenville, South Carolina, with estate and tax planning serving as the leading focus of the wealth management decisions he helps clients make.
Wesley lives in Central Florida with his wife, Ashley, and their two children. When he isn’t at his desk, you can usually find him skateboarding, snowboarding, or looking for his next reason to jump out of an airplane. He also has a lifelong affinity for British sports cars, particularly Aston Martins and Jaguars.
Jennifer Klismet
Financial Consultant & Chief Operating Officer
863-209-2496
jenny@samsonfinancial.net
Jenny Klismet is a Financial Planner and Educator at Samson Financial, with a background spanning business consulting, Fractional COO & CFO leadership, and employee benefits consulting. This diverse experience gives her a unique perspective on how business decisions, benefits, taxes, and personal finances all work together.
Today, Jenny helps businesses, employees, and individuals understand their full financial picture. From benefits and tax strategies to financial protection, retirement planning, estate planning, financial wellness, and building generational wealth, she helps ensure clients have access to guidance and resources that address the many aspects of their financial lives—helping protect what they’ve built today while creating a plan for their future and the legacy they want to leave behind. Jenny also owns and runs FUEL & Prosperity, where she brings that same holistic approach to the businesses and individuals she works with directly.
Jenny believes financial literacy should be accessible to everyone, regardless of net worth. Her heart-centered approach is simple: meet people where they are, without judgment, provide real clarity, and help them build a more confident financial future.
Richard Heglin
Estate & Tax Planner – Notary Public
863-209-2394
rich@samsonfinancial.net
Richard Heglin is an Estate and Tax Planner and Notary Public at Samson Financial, bringing more than 20 years of experience in banking operations, business strategy, and client relationship management to his work with clients.
Before joining Samson Financial, Richard built a career as a branch manager and operations leader within the financial services industry, including roles as Branch Manager/VP of Banking at Axiom Bank and Branch Manager at CitiFinancial. Across two decades, he led teams through account development, risk and compliance management, staff training, and fiscal oversight—experience that shaped his collaborative, detail-oriented approach to helping clients navigate their financial and estate planning needs today.
In addition to his work at Samson Financial, Richard owns and operates Next Level Notary Group, a mobile notary business that brings notarization services directly to clients wherever they need them.
Richard’s background in relationship building, operational excellence, and client service allows him to guide individuals and families through the estate and tax planning process with clarity and confidence, ensuring their documents and plans are handled with care and professionalism.
Heidi Merritt
Administrator & Office Manager – Notary Public
863-209-3825
heidi@samsonfinancial.net
Heidi Merritt brings years of experience in administrative office management, accounting, and purchasing, gained across multiple companies before joining the Samson Financial team. Born and raised in Lakeland, Florida, Heidi combines her deep organizational and financial background with a genuine commitment to supporting both clients and the team behind the scenes.
In September 2026, Heidi achieved her Florida 2-15 (Health & Life) insurance license, further expanding the ways she can support clients’ financial and insurance needs. Her attention to detail and steady, dependable approach make her a trusted resource for keeping operations running smoothly while ensuring clients receive the care and follow-through they deserve.
Are You Ready?
Take The First Step With Us
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.