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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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Christina D

Series 63, Series 65

New York, NY

Mikhael Paul

Christina Davis is a financial advisor at Mikhael Paul with Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Northwestern Mutual, Bank of America, Merrill, and Morgan Stanley. Outside of finance, she is the owner of Queendom Company, a music creation business. Mikhael Paul Wealth Management provides financial planning, portfolio management, and corporate financial-planning services to corporations, small businesses, charitable organizations, and individual investors. The firm offers customized advisory services including discretionary portfolio management and tax-optimization strategies, as well as non-advisory business management support through an internal division.

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