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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 92 near 29356

Out of 400,000+ nationwide

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Germaine W

CFP®, CPA, PFS™

Hendersonville, NC

Inspired Financial Planners

Germaine brings to the Inspired Financial mix her considerable experience as a financial planner, investment advisor and wealth manager — along with a keen sense of humor, honed by her life’s rich experience. Germaine has ridden out not just one hurricane, but two. In 1969 she lost her childhood Pass Christian home to Hurricane Camille then Hurricane Katrina destroyed their Ocean Springs home in 2005! Hurricane forces are nothing compared to Germaine’s. Having “flunked Retirement 101” (her words) she leaped at the opportunity to co-found Inspired Financial Planners with Tricia Kollath, CFP(r), CPA, in 2019. Their combined talents pair well with their shared passion for helping people navigate a complex financial world. Germaine has a master’s degree from the University of Southern Mississippi, and a bachelor’s degree from the University of Mississippi. She is a CPA with a Personal Financial Specialist™ credential (MS certificate 5504 and NC certificate 43722), as well as a Certified Financial Planner™ practitioner. Germaine founded and continues to chair the North Carolina CPA Association’s Financial Planning Networking Group to help her fellow CPAs understand the complex financial planning issues their clients face. Outside of her career, Germaine is an enthusiastic advocate for the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She and her husband John (a physician) stay young by hiking the Blue Ridge Mountains that surround their North Carolina home. These days, Germaine and John divide their time between western North Carolina and the Mississippi Gulf Coast, where Germaine enjoys kayaking … when the waters are calm.

Wealth management Widow/Widower Women Professionals Baby Boomers (Born 1946-1964)
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Jill H

CFP®, Series 66

Inman, SC

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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Beth H

CFP®, Series 66

Landrum, SC

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Religious/faith focused
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Philip M

CFP®, Series 66

Boiling Springs, SC

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance
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Christopher C

CFP®, ChFC®, Series 63, Series 65

Landrum, SC

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jeremy P

Series 66

Saluda, NC

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Business succession planning Dentist Founder/Business Owner Doctor or Medical Professional
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Michelle H

Series 66

Hendersonville, NC

Edward Jones

Retirement income strategy General retirement planning Planning for children with special needs Wealth management
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Ryan H

Series 63, Series 66

Hendersonville, NC

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Military & Veterans
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Mark I

Series 63, Series 66

Hendersonville, NC

Edward Jones

Retirement income strategy Divorce financial planning LGBTQIA
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Richard R

Series 66

Spartanburg, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting
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