Sam Rocke, CFP® in

Sam Rocke, CFP®

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EVP, Protection Sales at Ash Brokerage
📍 Fort Wayne, Indiana, United States

Sam Rocke is the EVP of Protection Sales at Ash Brokerage, where he leads teams in creating customized insurance solutions. A CERTIFIED FINANCIAL PLANNER™ and recognized thought leader, he holds a Bachelor of Science in Biochemistry from Samford University and frequently speaks on insurance and tax planning trends.

Outside of work, Sam is a dedicated family man, married with three sons and a daughter. He is an avid runner and golfer, having previously completed a full marathon. He enjoys spending his free time with his family.

Unique fact: Sams academic background is in biochemistry, an uncommon path for an executive in the financial services industry.

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Experience
10 Years
Current Role
EVP, Protection Sales
Job Level
Leadership
Location
Fort Wayne, Indiana, United States
Personality Overview

How Sam shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sam cares about

Indexed Universal Life
He frequently writes and posts about the nuances of IUL products, including their performance, positioning, and common misconceptions within the industry.
Holistic Insurance Planning
As a CFP®, he presents on integrating life insurance with estate, tax, and long-term care planning to provide comprehensive solutions for clients.
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Career

Work history

12-2022
EVP, Protection Sales
Ash Brokerage
3-2022 - 12-2022
SVP, Advanced Markets and Advisory Services
Ash Brokerage
12-2018 - 3-2022
SVP, Protection
Ash Brokerage
7-2008 - 4-2012
Case Design Consultant
Rocke & Smith Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (BS)
Samford University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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