The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.

Investment Management

GreenUp Wealth

GreenUp Wealth's headquarters in Overland Park, United States

Tony Schmitt

Tony Marquez

Kelly Mercer

Daniel Greulich

Brad Tatar

Aaron Kirsch

Brad Skluzacek

The Wealth Advisory Team at GreenUp Wealth is responsible for providing personalized financial advice and customized investment management solutions. They collaborate with clients to develop tailored financial plans, create income strategies, optimize tax planning, and manage legacy and estate planning, ensuring clients meet their long-term financial objectives and efficiently track their progress using digital tools.

Wealth Advisory Team

This department specializes in providing financial advice and investment strategies for clients to grow and manage their wealth.

Wealth Management

The Leadership Team at GreenUp Wealth oversees the strategic direction and overall operations of the company. They ensure that personalized investment management, tailored financial planning, income strategies, tax planning, legacy and estate planning, risk management, and digital tools are effectively implemented to meet clients' unique goals and objectives.

Leadership Team

This department provides strategic direction and oversight for the organization.

GreenUp Wealth

Org chart

Teams

Wealth Advisory Team

Wealth Management

Leadership Team

Executive Leadership

Offices

GreenUp Wealth

Org chart

Teams

Wealth Advisory Team

Wealth Management

Leadership Team

Executive Leadership

Offices

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