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.
Sam’s experience includes tax and risk management, portfolio construction, estate planning, and investment strategy for high net worth families and closely held businesses. He also brings valuable experience in personal and corporate financial analysis to clients across the United States. Sam’s focus is on understanding client’s needs and providing thoughtful solutions.
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 while being an active participant in the American Institute of Certified Public Accountants and the Indiana CPA Society. Sam began his career with Deloitte.
In addition to his responsibilities at Fi3, Sam is an active community participant and board member. Sam currently serves on the Investment Committee and board member for the Presbyterian Foundation. He also serves as a board member for The Center for the Performing Arts in Carmel, Indiana. Sam lives on the north side of Indianapolis with his wife, Laura, and their infant son and rambunctious dog.