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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 382 near 49008

Out of 400,000+ nationwide

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Brian F

CFP®

Portage, MI

Face 2 Face Financial Planning, LLC

I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired but also the 30, 40 and 50-year-olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.

Charitable giving & philanthropy General retirement planning Career Changers Baby Boomers (Born 1946-1964)
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Evan L

Series 66

Portage, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Jonathan V

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Morgan W

Series 66

Vicksburg, MI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer LGBTQIA
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Sharlee Z

CFP®, Series 66

Vicksburg, MI

Edward Jones

Retirement income strategy General estate planning guidance Inheritance planning Divorce financial planning Wealth management
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Brice B

Series 66

Kalamazoo, 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 Founder/Business Owner
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David R

Series 66

Otsego, MI

Edward Jones

Retirement income strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Public Service Employee
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Andrew B

Series 66

Kalamazoo, MI

Edward Jones

Retirement income strategy General retirement planning Military & Veterans Educators, Teachers, and Academics
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Lori N

CFP®, Series 66

Richland, MI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Executive
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Ryan H

Series 63, Series 66

Portage, MI

Merrill

Ryan Hekman is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding partner of the Hekman & VanderStraaten Group. He has been a financial services professional since 1994 and joined Merrill Lynch in 1999. Ryan works alongside Wealth Management Advisor Jeff VanderStraaten, Financial Advisor Floyd Tucker, and Client Associate Janene Breneman to support clients in achieving their financial goals through personalized planning and portfolio management. Ryan’s expertise includes divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management, and investment strategy for individuals and corporations. He follows a defined process to develop customized financial strategies aimed at helping individuals, families, and businesses. Ryan holds a bachelor’s degree in Finance from Western Michigan University and has earned the Personal Investment Advisor (PIA) designation. He serves on the board of the Grandville Walker Foundation. Outside of his professional life, Ryan lives in Grandville and enjoys spending time with his five children, playing basketball, biking, boating, cooking, golfing, traveling, and watching sports.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Family Business
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