Meet Your Team

Real advice, real people, and years of experience helping both pre-retirees and retirees pursue their dreams and  seek to grow their wealth for a comfortable retirement and fulfilling legacy.

Kyle Barclay, CFP® AWMA®

Senior Vice President | Wealth Advisor | Kansas City

Kyle Barclay, CFP® has been in the financial services industry as a financial advisor and registered investment advisor for over a decade advocating for clients and helping them reach their financial goals.

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Dennis Goodwin, CMFC® AWMA®

Vice President | Wealth Advisor | Kansas City

Dennis helps clients understand the importance of their financial future and create possibilities through planning and professional advice.

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Daniel Greulich, CFA® CFP®

Chief Investment Officer | Wealth Advisor | Ann Arbor

Daniel Greulich, CFA CFP® leads our Investment Committee and partners with Aaron Kirsch, Chief Client Advocacy Officer to design and implement client portfolios with your advisor.

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Aaron Kirsch, CFP®

Client Advocacy Officer | Wealth Advisor | Calabasas

Aaron specializes in working with individuals and couples nearing retirement and living in retirement, guiding clients with financial planning so they can enjoy the rewarding retirement they deserve.

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Brandon Kraus, CFP® AWMA®

Senior Vice President | Wealth Advisor | Kansas City

Brandon Kraus, CFP® focuses on the financial planning process to help clients thrive in retirement allowing them to enjoy the lifestyle they deserve during these incredible years.

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Tony Marquez, CFP®

Senior Vice President | Wealth Advisor | Kansas City

Tony Marquez, a CFP® with a Masters in Finance, strives to be the expert, resource, and advocate that clients deserve when navigating a complex financial world.

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Brad Skluzacek, CFP® CPWA®

Senior Vice President | Wealth Advisor | Kansas City

Brad is an advocate for clients and has a passion for all aspects of financial planning with specialization in asset management, investment planning, retirement planning, portfolio construction and savings strategies.

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Brad Tatar

Senior Vice President | Wealth Advisor | Tampa

For over 15 years, Brad has specialized in working with clients who are in or nearing retirement by taking a holistic view and developing and implementing plans to reach their goals and objectives.

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Diane Quinn

Operations Manager | Calabasas

Diane takes pride in the many years she has spent working with clients and assisting financial advisors in supportive roles in the financial services industry, working for mainly independent, family-oriented firms.

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Mike Mitchell

Director of Operations | Chicago

As Director of Operations, Mike partners with the advisors and leadership team to provide a client-first approach to the company’s operations.

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Alex Fishman

Chief Operating Officer | Kansas City

Prior to joining GreenUp, Alex served as an advisor to clients, an advisor development leader within the largest RIA in the United States and most recently led a billion-dollar RIA based in Kansas City.

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Tony Schmitt

President & CEO | Saint Louis

Tony Schmitt is the President and CEO of GreenUp Wealth Management where he brings over 20 years’ experience in the financial services industry.

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Sam Schuette

Vice President | Wealth Advisor | Minneapolis – St. Paul

For two decades, Sam Schuette has supported his family of clients in reaching their financial goals. His industry experience and passion for strategic planning are centered on ensuring financial security for today and the future.

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Barbara DeBoer

Director of Client Service & Support | Orlando

As Director of Client Service and Support, Barbara brings an extensive financial industry background while working hand-in-hand with the GreenUp leadership team and advisors.

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Kelly Mercer

Vice President | Wealth Advisor | Kansas City

Kelly Mercer is a dynamic Wealth Advisor with a diverse background in the mortgage and wealth management sectors.

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Grace Arnold, CFA®

Vice President | Wealth Advisor | Cleveland Heights

Backed by 15 years-experience in the Financial Service industry, Grace serves as a financial confidant providing personalized “whole picture” consultation.

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Are you ready to get real financial guidance?

Working with GreenUp means getting advice from advisors who care.  We’ll help guide you through your financial life so that your wealth works for you.

Interested in talking? You may be surprised at what is possible.  Reach out to learn more.