MARZOLF INVESTMENT GROUP - Key Persons
Brandi Shipwash is a Client Service Associate at the Marzolf Investment Group. Brandi joined the team in February 2021. She is a financial professional with over 20 years of experience in the financial services industry. Brandi loves working with people and is excited to assist our clients in any way that she can.
While Brandi hails from Nebraska, she joined her husband's family here in East Tennessee. However, they will always make their way back to Omaha for the College World Series! Brandi's husband serves in the U.S. Army Reserves and she is a busy mom holding down the home front while he serves our country overseas. Brandi is an avid reader as time permits.
Jesse joined the Marzolf Investment Group as a Financial Advisor in April 2024. He is a financial professional with 17 years of wealth management experience. Jesse has a passion for building relationships while delivering custom solutions to empower clients to achieve their financial goals.
Jesse holds a bachelor's degree in business from William Carey University. He further holds an MBA as well as a Master of Divinity from Garnder-Webb University. The integration of faith and personal finance is a lifelong pursuit for him.
Although Jesse grew up in a military household, East Tennessee has always felt like home. After completing his education, he and his wife Amanda settled in Knoxville. Jesse and Amanda with their two young daughters are members of Fellowship Church and serve in various roles including children's ministry. As a family they regularly travel together to camp and visit the National Parks.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marzolf Investment Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, marketed as Marzolf Investment Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marzolf Investment Group is separately owned and operated and not independently registered as a broker-dealer or investment advisor.
Job Titles:
- Financial Advisor
- CERTIFIED FINANCIAL PLANNER
Sam joined the Marzolf Investment Group as a Financial Advisor in November 2024. Sam is a CERTIFIED FINANCIAL PLANNER® Professional and has a passion for helping individuals, families, and business owners build financial stability and lasting wealth through comprehensive financial planning. Sam is also board member of the Financial Planning Associate of East Tennessee.
Sam holds a bachelor's degree in economics and finance at Centre College in Danville, Kentucky. While in college, he served as president and portfolio manager of the Centre College Investment Society and as a pitcher and captain for the baseball team.
Although Sam was raised in Lexington, Kentucky, he and his wife, Madison, spent four years in the Washington D.C. area before moving home to Knoxville in early 2023. In their free time, they love to hike with their German Shorthaired Pointer, Molly. He also enjoys fly fishing, golfing, and keeping up with Formula 1 racing. He and Madison are expecting their first child in the Spring of 2025!