Sam Gebhardt, CPA
Financial Advisor
Sam Gebhardt is a financial advisor. After completing his education at Kennesaw State University in Georgia, Sam moved back to his hometown of Sugarcreek to join a local accounting firm. He honed his tax planning skills before transitioning into private wealth management at Gebhardt Financial. He brings an invaluable expertise that truly elevates the client experience--his ability to simplifiy complex topics is unmatched and much-appreciated.
He specializes in comprehensive financial planning--including tax, insurance, estate, retirement, and succession plans--for high net worth individuals and business owners.
Sam lives in Dover with his wife, Abby, and their two children, Weston and Marlow. He is an avid golfer and can often be found on the course in a friendly competition with his dad, Phil Gebhardt.
Professional Licenses: Series 7; Series 66 held through LPL Financial; Life, Health, Accident, & Variable Insurance