Sam Muse, CPA, CFP®
Sam always asks “why?” He loves to uncover and analyze new opportunities. Sam is a problem-solver by nature, and clients value his enthusiasm for finding innovative solutions for financial complexities.
He began his career with Deloitte and spent several years in Corporate Finance. His experience includes tax and risk management, compliance, and investment-related work for high net worth families and closely held businesses.
Sam joined the Fi3 team to focus on his interests in personal finance and complex financial planning. He brings valuable experience in personal and corporate financial analysis to Fi3.
Sam is a graduate of the Krannert School of Management at Purdue University. He earned a degree in Accounting and Management. Sam is a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ certificant. He continues to learn about emerging trends in financial planning through active memberships in the American Institute of Certified Public Accountants and the Indiana CPA Society.
Sam is an active community participate and board member for a number of non-profit organizations focused on children. Sam is a past elder and chair of the Finance & Investment Committee for his local church. Sam lives on the north side of Indianapolis with his wife, Laura, and their rambunctious dog.