Sam joined the Marzolf Investment Group as a Financial Advisor in November 2024. Sam is a CERTIFIED FINANCIAL PLANNER® Professional and has a passion for helping individuals, families, and business owners build financial stability and lasting wealth through comprehensive financial planning. Sam is also board member of the Financial Planning Associate of East Tennessee.
Sam holds a bachelor’s degree in economics and finance at Centre College in Danville, Kentucky. While in college, he served as president and portfolio manager of the Centre College Investment Society and as a pitcher and captain for the baseball team.
Although Sam was raised in Lexington, Kentucky, he and his wife, Madison, spent four years in the Washington D.C. area before moving home to Knoxville in early 2023. In their free time, they love to hike with their German Shorthaired Pointer, Molly. He also enjoys fly fishing, golfing, and keeping up with Formula 1 racing. He and Madison are expecting their first child in the Spring of 2025!
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CETIFIED FINCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.