Sam Mullins

Serves clients across Western Wisconsin, partnering with individuals, families, and business owners in the areas of wealth management, succession planning, and legacy protection.

Helps families navigate complex financial transitions—whether planning for retirement, preparing for estate settlement, transitioning a business, or changing careers—with clarity and confidence.

Works alongside CLA’s wealth advisory and tax professionals to deliver coordinated guidance across financial planning, tax-efficient investing, and long-term wealth strategies. Focused on building lasting relationships and helping clients make informed decisions over time.