Jake Schmitt
Having been part of the GreenUp story since its earliest days, Jake was drawn to the firm’s entrepreneurial spirit and unwavering commitment to helping advisors and clients thrive. Before joining GreenUp Wealth Management full-time as a Wealth Advisor Associate, Jake served as the firm’s very first intern, spending two summers contributing to the firm’s growth. […]
Paul Hurley
Click toSchedule a Meeting Today 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. He’s passionate about helping Alaskan families plan for the future and has deep experience working with Alaska Native Corporations and Alaska-owned businesses on their retirement […]
Josh Church
Click toSchedule a Meeting Today Josh is a Vice President and Wealth Advisor with more than six years of experience in the financial services industry. Josh is passionate about helping individuals, families, and organizations reduce uncertainty, manage risk, and build long-term financial stability. As a former business owner, Josh understands firsthand the challenges entrepreneurs face […]
Chris Underwood
Click toSchedule a Meeting Today Chris is driven by the opportunity to help people navigate any and all financial waters and achieve their financial goals. Chris believes that everyone is unique, and the key to success starts with truly understanding each client’s unique situation. This approach allows Chris to create a customized and holistic financial […]
Victoria Burress
Click toSchedule a Meeting Today Most recently, Victoria worked at a Registered Investment Advisor as a Certified Financial Planner (CFP®) specializing in investment management and trading. For Victoria, it’s all about bringing clarity to complex situations while removing the day-to-day stress helping clients accomplish their financial goals . She often reminds people that progress doesn’t […]
Andrew Oakley
Click toSchedule a Meeting Today With an introduction to accounting at a young age, Andrew gained an appreciation to all things financial. He attended the University of Mississippi where he earned a Bachelor of Accountancy. Later, he would earn his Master of Accountancy from Middle Tennessee State University. Since 2014, Andrew has been a Certified […]
Matt Kitzman
Click toSchedule a Meeting Today Since beginning his career in 1994, Matt has dedicated 25 years to serving clients as a financial advisor. Prior to joining GreenUp Wealth, he served four years in the U.S. Army as a Tank Mechanic, where he gained valuable skills in teamwork, problem-solving, and integrity. These are qualities that continue […]
Matt Waggoner
Click toSchedule a Meeting Today Prior to joining GreenUp Wealth Management in 2024, Matt worked as a station manager for the NBC affiliate in Kansas City. He spent two decades in the media industry, working in various roles ranging from newspaper reporter to senior director of broadcast news. He has lived and worked all over […]
Tony Schmitt
Click toSchedule a Meeting Today For Over 25 Years Tony has worked with some of the largest firms in the industry, receiving numerous awards and recognition for achievement and service. He most recently served as the President of a national investment advisory firm. Tony is committed to insuring that GreenUp’s Wealth Advisors are equipped with […]
Diane Quinn
Click toSchedule a Meeting Today Since 2007 Before joining the team at GreenUp Wealth Management Diane spent 8 years working with GreenUp SVP/Wealth Advisor, Aaron Kirsch, CFP®. 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 […]