Sam Mullins

Sam Mullins, CFP®, ChFC® is an experienced financial professional currently serving as an Associate Wealth Advisor at CLA (CliftonLarsonAllen) since January 2024. Prior to this role, Sam worked as a Wealth Management Advisor at Avaii Wealth Management from July 2021 to September 2023. Sam's experience includes customer service and sales as a Sales Associate at Scheels, and event planning and professional communication as an Internship Director Intern at the University of Wisconsin-Stevens Point. An internship at Kerntke Otto McGlone Wealth Management Group provided insight into wealth management processes, including proficiency in eMoney and Monte Carlo Simulation systems. Sam's educational background includes a Bachelor of Business Administration in Finance and Management from the University of Wisconsin-Stevens Point, completed in 2021, following graduation from Hortonville High School in 2017.