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Katz Family Financial Advisors, 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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Jacob K

Series 65

New York, NY

Katz Family Financial Advisors, LLC

Jacob Katz is a financial advisor at Katz Family Financial Advisors, LLC in Alexandria, VA, holding a Series 65 designation with two years of industry experience. His work history includes a position at Greenhill & Co. and multiple periods at Katz Family Financial Advisors. Katz Family Financial Advisors provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $106.5 million in assets across about 117 client relationships. The firm uses fundamental analysis and proprietary screening focused on safety, quality, growth, and value to tailor portfolios, and operates a fee-only wrap fee program with both discretionary and non-discretionary accounts.

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