Who We Are

Sam Martinez, CFP®

Associate Wealth Advisor

Sam graduated from Taylor University in 2019 with degrees in Management and Marketing. At Taylor, he played football as a wide receiver for the Trojans and still loves the sport today. After graduating in 2019, Sam worked as a financial planner for a firm in Indianapolis until joining the Wealthquest team in 2021. That same year, Sam also completed the financial planning curriculum at the College for Financial Planning and earned the right to use the Certified Financial Planner (CFP®) marks the following year. 

Sam moved to Cincinnati in 2021, and in that same year married his wife, Emma. They are always looking for a good restaurant recommendation. In their free time, they love being active, playing games, and watching movies.

 

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