Mike Mitchell
Click toSchedule a Meeting Today For More Than 20 Years Mike has worked in various roles at both large and mid-sized financial services companies including as an advisor, financial planner, and most recently as Chief Operating Officer. Mike’s unique experiences allow him to see through the lens of the advisor but more importantly through the […]
Daniel Greulich
Click toSchedule a Meeting Today Since 2007 Daniel is responsible for developing, executing, and monitoring our clientele’s personalized financial plans and investment strategies. Daniel brings more than 20 years of practical experience as a trader, financial advisor, and money manager at both large and mid-sized financial services companies to GreenUp Wealth Management. In addition, he […]
Alex Fishman
Click toSchedule a Meeting Today Since 2008 Beginning his career during the 2008 financial crisis gave Alex a unique perspective on leadership, discipline, and the importance of helping both clients and advisors navigate uncertainty with confidence. Since entering the industry, he has developed extensive experience guiding advisors, growing teams, and helping families pursue long-term financial […]
Barbara DeBoer
Click toSchedule a Meeting Today For Over 20 Years Babs has been a part of the financial industry and is excited to bring her knowledge and experience to the GreenUp Community. Prior to joining GreenUp Wealth Management, Babs previous experience included roles such as a Director of Relationship Management, a Trade Desk Manager, a Branch […]
Brad Tatar
Click toSchedule a Meeting Today Since 2006 Prior to joining GreenUp Wealth Management, Brad served as a managing director for an investment advisor as well as having worked for some of the country’s largest broker-dealers. Brad began his career in financial services with Scottrade, Inc. in 2006, where he learned the importance of understanding a […]
Sam Schuette
Click toSchedule a Meeting Today Prior to joining GreenUp Wealth Management, Sam spent more than a decade with Scottrade, Inc. building relationships with clients and leading teams of award-winning investment consultants. More recently, he worked for one of the nation’s largest wealth management and employee benefits companies serving clients with financial, retirement, tax and estate […]
Kelly Mercer
Click toSchedule a Meeting Today Drawn by the firm’s commitment to holistic financial planning and personalized client service, Kelly saw an opportunity to leverage his experience and contribute to a team dedicated to empowering individuals and families to achieve their financial goals. Before joining GreenUp Wealth Management as a Wealth Advisor in January 2024, Kelly […]
Brad Skluzacek
Click toSchedule a Meeting Today 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. Brad believes “It’s important to have a plan in place so you don’t have to sacrifice the things you enjoy […]
Tony Marquez
Click toSchedule a Meeting Today Since 2015 Tony’s knowledge spans the full complexity of financial planning, including tax strategy, retirement income planning, social security optimization, charitable gifting, generational planning, and investment management. Tony’s planning philosophy is rooted in understanding the whole picture. For individuals and families facing complex financial decisions, he brings a disciplined, comprehensive […]
Brandon Kraus
Click toSchedule a Meeting Today Since 2006 Brandon grew up in a small rural town in Missouri where hard work, a sense of community, and serving others was ingrained in him. He brought those values to Kansas City where he attended Rockhurst University, graduating with a Bachelor’s Degree in Finance/Economics. Brandon brings more than 20 […]