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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 121 near 49078

Out of 400,000+ nationwide

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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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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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Alayna O

Series 66

Allegan, MI

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Tara N

Series 63, Series 66

Kalamazoo, MI

Merrill

Tara Nulty is a Senior Resident Director specializing in wealth management with over 10 years of direct experience in the field and 17 years in the financial services industry. She focuses on areas including family wealth management strategies, legacy planning, retirement income, philanthropic planning, and LGBT wealth planning. Tara works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals amid changing market conditions. Before her current role, Tara held positions such as Executive Assistant to the Banc of America Global Head of Mergers & Acquisitions, Senior Management Team member at Barclays, and Analyst in Barclays Wealth Management. She holds a Bachelor's Degree from Boston College and is a Personal Investment Advisor (PIA) by professional designation. Tara participates actively in community organizations including the Elizabeth Upjohn Community Healing Center, South Haven Yacht Club, and Western Michigan University Theatre Guild. Her personal interests include boating, fishing, golfing, music, painting, scuba diving, sewing, singing, travel, and spending time with her family.

Wealth management General retirement planning Retirement income strategy Multi-generational wealth transfer Charitable giving & philanthropy LGBTQIA Women's Finance Women Professionals
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Gary B

Series 66

Allegan, MI

Edward Jones

Retirement income strategy Liquidity event planning Business exit / sale strategy General estate planning guidance Executive
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Ginger T

CFP®, Series 66

Otsego, MI

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Clayton S

CFP®, Series 66

Allegan, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Morgan Y

CFP®, Series 66

Plainwell, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Bradley H

Series 66

Kalamazoo, MI

Hallgren Financial LLC

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Trenden P

CFP®, ChFC®, Series 63, Series 66

Kalamazoo, MI

Daus Financial Group, LLC

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