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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 20 financial advisors of 20 near 47620

Out of 400,000+ nationwide

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David D

CFP®

Mount Vernon, IN

The Other 90 Financial, LLC

David Dodd, CFP®, CKA®, specializes in guiding Christians over the age of 50 towards two main goals: To Retire Successfully and Steward Well. As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide. Our Services Include: • Retirement Income and Investment Management • Tax, Insurance, and Estate Planning • Social Security and Medicare Education • Charitable Giving Strategies David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees. This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a percentage of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions. Experience Our Services With a Free Retirement Assessment: Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized • Retirement Assessment addressing: 1. Retirement readiness 2. Tax reduction strategies 3. Investment improvements David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master." Disclosure: The Other 90 Financial, LLC is registered in Indiana and Illinois. This material is for informational purposes only and does not constitute tax, legal, or accounting advice.

General retirement planning General tax planning Christian Faith Based Baby Boomers (Born 1946-1964)
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Ryan H

Series 66

Evansville, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management
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Kaylee A

Series 66

Carmi, IL

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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Steven S

Series 63, Series 65

Carmi, IL

StoneX Advisors Inc.

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Blayne W

Series 66

Mt Vernon, IN

Kestra Advisory

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Ryan K

Series 63, Series 65

Evansville, IN

FIFTH THIRD SECURITIES, Inc.

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Tyler L

Series 63, Series 65

Mt Vernon, IN

FIFTH THIRD SECURITIES, Inc.

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Daniel C

CFP®, Series 66

Mt Vernon, IN

Edward Jones

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Osanna K

Series 66

Wadesville, IN

Ameriprise

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Michael T

Series 63, Series 65

Mt Vernon, IN

LPL Financial

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