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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)

Top 30 financial advisors of 34 near 22842

Out of 400,000+ nationwide

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Lora L

Series 66

Woodstock, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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Ann S

Series 66

Woodstock, VA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Anthony C

CFP®, Series 66

Luray, VA

Edward Jones

Retirement income strategy Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Tracy M

Series 63, Series 66

Edinburg, VA

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Lacey S

CFP®, ChFC®, Series 66

Woodstock, VA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Jerry B

Series 63, Series 66

Luray, VA

Edward Jones

Retirement income strategy General retirement planning
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Caroline H

Series 63, Series 66

Woodstock, VA

Fidelity

Carol Huber is a Wealth Management Planning Consultant. She has held roles including Investment Consultant at Fidelity Investments from 2023 to 2025, Wealth Management Advisor at TIAA from 2018 to 2022, and Relationship Manager at TIAA from 2015 to 2018. Carol emphasizes a holistic review of clients' financial and personal situations to ensure preparedness for retirement and the aging process. She advocates for annual updates to financial plans and adjustments following significant life changes. Her approach involves educating clients with real-life examples and clear language to help them understand factors impacting their lifestyle and comfort throughout different life stages.

General retirement planning Retirement income strategy Income planning Medicare planning Wealth management
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Micah R

Series 66

Broadway, VA

Crestone Financial Advisors, LLC

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Lawrence Y

Series 65

Broadway, VA

Halieus Investment Advisors

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Kyle E

CFP®, Series 65

Rockingham, VA

Mason & Associates, LLC

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