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Jet Stream Wealth Management

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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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David C

Series 65

Ridgewood, NY

Jet Stream Wealth Management

David Castro is a financial advisor at Jet Stream Wealth Management in Ridgewood, NY, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked as a pilot for several airlines, including JetBlue Airways, Delta Air Lines, FedEx Express, and currently Hyannis Air Service. Outside of advising, he continues to work as a commercial pilot and participates in the JetBlue Gateway Pilot Program. Jet Stream Wealth Management serves individual investors, couples, families, retirement-plan participants, and small businesses by offering portfolio management and financial planning services. The firm primarily uses a passive investment approach focused on index mutual funds and ETFs, with allocations tailored to client objectives and monitored regularly.

Passive / index investing Options & derivatives strategies Retirement income strategy Cash flow / budgeting Retired
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