Samuel Sutterfield, CES™, AIF®, RFC®

Since beginning his career in the financial industry in 2005, Sam Sutterfield has been passionate about helping individuals, families, and business owners gain clarity and confidence in their financial lives. As Co-owner of Elevate Wealth Management, he believes the best financial plans are built on relationships, education, and trust—not transactions.

As an Accredited Investment Fiduciary® (AIF®), Certified Estate & Trust Specialist® (CES®), and Registered Financial Consultant® (RFC®), Sam is committed to putting his clients' best interests first. He takes the time to understand each client's goals, values, and concerns before developing a personalized financial roadmap that is practical, easy to understand, and designed to adapt as life evolves.

Throughout his career, Sam has held leadership and advisory roles in banking and wealth management, giving him a well-rounded perspective on the financial challenges people face. His passion is simplifying complex financial topics and empowering clients to make informed decisions with confidence. He believes that education is one of the greatest tools for creating lasting financial success and building a legacy that extends for generations.

A Tucson native, Sam spent his college years in Minnesota before returning home to build both his career and his family. Outside the office, he enjoys spending time with his wife, Elle, and their two children, Halle and William. Whether they're traveling, working out, cooking together, or exploring the outdoors, family remains the driving force behind everything he does.

"My mission is to educate and empower my clients so they can make confident financial decisions and pursue the future they've envisioned. Every family's story is unique, and I believe a thoughtful financial plan can make all the difference—not only for today, but for generations to come." — Sam Sutterfield