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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 33 near 76033

Out of 400,000+ nationwide

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John H

Series 66

Cleburne, TX

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management
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Lane H

Series 66

Joshua, TX

Edward Jones

Retirement income strategy Business exit / sale strategy Liquidity event planning Business ownership considerations General estate planning guidance
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David L

Series 63, Series 66

Joshua, TX

Edward Jones

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Amy S

Series 66

Alvarado, TX

Merrill

Amy Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families pursue their long-term financial goals through personalized wealth management strategies. Her client specialties include family wealth management, women and wealth, and retirement income planning. Amy emphasizes detailed planning, disciplined and diversified portfolio construction, and defined rebalancing targets while recognizing that market timing is generally not a successful long-term strategy. Amy holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Burleson High School. She is committed to community involvement and volunteers with the Johnson County Court Appointed Special Advocate (CASA) program. Outside of her professional work, Amy enjoys boating, gardening, and horseback riding.

Wealth management Retirement income strategy Women Professionals
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James N

Series 63, Series 65

Alvarado, TX

Redhawk Wealth Advisors, Inc.

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Blake H

ChFC®, Series 63

Cleburne, TX

State Farm Investment Management Corp.

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Ruhama M

Series 63, Series 65

Alvarado, TX

State Farm Investment Management Corp.

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Jeremy Q

ChFC®, Series 63

Joshua, TX

State Farm Investment Management Corp.

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Rex R

Series 63, Series 65

Cleburne, TX

Ausdal Financial Partners, Inc.

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Brian A

CFP®, Series 63, Series 66

Cleburne, TX

Cwm, Llc

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