Sam is a CFA charterholder, CERTIFIED FINANCIAL PLANNER™ professional, and Advisor at Rather & Kittrell. He graduated from the University of Tennessee with an accounting degree in 2018. During his time at UT, Sam was a member of the Global Leadership Scholars program and the Chancellor’s Honors Program. Sam spent three years in finance at Tennessee Valley Authority (TVA) before transitioning to Rather & Kittrell in June 2021. Sam wanted to change careers to pursue his passion for helping people with their finances. He believes a solid financial plan can provide peace of mind and clarity for clients, and he is excited at the opportunity to serve families in East Tennessee and beyond.
Sam graduated from Maryville High School and has lived in Maryville his whole life. He enjoys chess, basketball, pickleball, improving at golf, watching football, and spending time with his wife, Claire, outside of work.
Sam and his wife Claire have two children: Anna and Eli.
Articles
Act Your Wage
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Why Should I Include Bonds in My Portfolio?
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Price Return and Total Return for U.S. Aggregate Bonds
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What Do I Do Once I Retire?
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March Madness and Financial Planning: How Teamwork Drives Success at Rather & Kittrell
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More Than a Number: Why Listening Matters in Financial Planning
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Swinging Big - Why Simplicity Is Important in Pickleball and Investing
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Tax Planning: Windshield or Rearview Mirror?
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