Meet Your Team

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

Kyle is a CFP® and has been in the financial services industry advocating for clients helping them reach their financial goals for more than 15 years.

Victoria is a Certified Financial Planner and has spent nearly a decade in financial services where she helps people simplify and gain peace of mind with the challenges of reaching their financial dreams. She worked at one of the nation’s largest brokerage firms where she excelled in multiple areas of financial management with the sole mission of clients accomplishing their financial objectives.

Josh is a Vice President and Wealth Advisor with more than six years of experience in the financial services industry.

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

Paul is an Accredited Investment Fiduciary (AIF) and Accredited Asset Management Specialist (AAMS) with more than 20 years of experience in the financial services industry.

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.

Matt is a Certified Retirement Planning Counselor℠ professional with more than two decades of experience in the financial services industry. He is passionate about helping hardworking Americans achieve their lifelong goal of financial independence. Matt believes the path to success begins with truly understanding each client’s unique situation, then developing a personalized plan designed to efficiently and effectively reach their goals.

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.

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.

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

As the inaugural member of GreenUp’s Business Development team, Jake plays a key role in supporting advisor growth through lead generation, setting prospect appointments for advisors, financial planning support, and other initiatives designed to help advisors build and scale their practices.

For more than 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.

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.

For more than 20 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.

Chris is a financial advisor with almost a decade of experience ranging from wealth management to customized tax minimization strategies. He has provided financial guidance to all walks of life and has extensive experience working with business owners, doctors and medical professionals.