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Compass Financial Management LLC

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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 Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Michael L

Series 65, Series 66

New York, NY

Compass Financial Management LLC

Michael Lee is a financial advisor with Compass Financial Management LLC in New York, NY, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Altium Wealth Management, Commonwealth Financial Network, and Tiger Wealth Management. Outside of advising, he is a media commentator and speaker on economics, markets, and politics for outlets such as Fox Business and RFD-TV, and serves as CFO for a technology reseller company. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-team approach with 27 advisors and manages approximately $519 million in discretionary assets.

Wealth management
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