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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 08056

Out of 400,000+ nationwide

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Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
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Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Active portfolio management Passive / index investing
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Mark M

Series 65

Glen Mills, PA

Keystone Wealth Management Services Inc

Trust structures (GRAT, IDGT, revocable) Wealth management
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Russell W

Series 65

Philadelphia, PA

Global Portfolios, LLC

Passive / index investing
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David S

CFA®, Series 63, Series 65

Media, PA

Journey 1 Advisors, LLC

Options & derivatives strategies Concentrated stock management Real estate investing
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Julie M

CFP®, ChFC®

Haddonfield, NJ

Financial Compass LLC

General retirement planning General tax planning Wealth management Passive / index investing Retirement income strategy Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

General tax planning College savings (529s, UTMA, etc.)
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Benjamin C

Series 66

Media, PA

Bargeld Financial

ESG / Sustainable investing Active portfolio management Business Financial Management Founder/Business Owner
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Kristy R

CFP®

Haddonfield, NJ

Onroute Financial

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples. I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind. You’re out there making it happen, and your business is growing! You're doing a great job earning and you have more cash than you know what to do with. You're ready to maximize the money you're earning and you need help managing and multiplying it. It's time to put that money to work and use it to build wealth! I'm that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions. All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment. I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances. Email: hello@onroutefinancial.com if you have any questions, and you can schedule a complimentary intro call to learn more.

Business ownership considerations Business exit / sale strategy Business succession planning Women Business Owners Gen Y/Millennials (Born 1980-1995)
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