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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 61 near 48809

Out of 400,000+ nationwide

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Stephanie T

CFP®

Ada, MI

Golden Goose Wealth Planning

Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

Founder/Business Owner Female Executives Divorced Women Women Professionals Gen X (Born 1965-1980)
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Christopher G

Series 63, Series 66

Lowell, MI

Edward Jones

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

Series 66

Ionia, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Doctor or Medical Professional Founder/Business Owner Intergenerational Families
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Mason G

Series 66

Lowell, MI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing Values-based investing Christian Faith Based
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Laura M

Series 66

Ada, MI

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer
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Drew S

Series 66

Ionia, MI

Edward Jones

General retirement planning Wealth management Young Professionals
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Jacob K

Series 66

Greenville, MI

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Thomas W

Series 66

Ionia, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Samantha R

Series 66

Ionia, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Troy A

Series 66

Ada, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Government Employee Founder/Business Owner
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