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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 9 financial advisors of 9 near 80532

Out of 400,000+ nationwide

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DeeDee B

CFP®, EA

Estes Park, CO

DCG Wealth Management

DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent. DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people. She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department. In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.

Engineering Professional Career Changers Gen X (Born 1965-1980)
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Derek V

Series 63

Estes Park, CO

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Wealth management Women Professionals
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Mark P

Series 66

Estes Park, CO

Edward Jones

Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement income strategy Founder/Business Owner
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Conner B

Series 63, Series 65

Estes Park, CO

key Investment Services LLC

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Maria W

Series 63, Series 65

Glen Haven, CO

Sanctuary Advisors, LLC

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Maryann M

Series 63, Series 65

Estes Park, CO

Primerica Advisors

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Blair H

Series 63, Series 65, Series 66

Minneapolis, MN

Ameriprise

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Frank C

Series 63, Series 65

Estes Park, CO

UBS Financial Services

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Sabina M

Series 63, Series 65

Estes Park, CO

Primerica Advisors

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