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 planning, as well as investments and insurance solutions.
Sam resides in a suburb of St. Paul, Minnesota with his wife and two boys. They enjoy golf, fishing, boating, hiking and being outdoors.
Education
University of Minnesota
Bachelor of Science in Agriculture & Food Business Management – Finance
