Wealth on the Range

06/18/2026

Excited to welcome Jake to GreenUp Wealth! Jake interned with us for two summers and recently graduated from the University of Missouri Personal Financial Planning Program. He joins us as our first Wealth Advisor Associate. Great things ahead!

GreenUp Wealth Management is growing again!

We’re excited to officially welcome Jake Schmitt to the GreenUp Wealth Management family as our first Wealth Advisor Associate.

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. 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.

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. During his final internship, he helped pilot GreenUp’s Business Development Desk. The success of that pilot laid the foundation for GreenUp’s continued investment in business development and advisor growth. Jake graduated from the University of Missouri-Columbia’s nationally recognized Personal Financial Planning Program in 2026.

Outside of the office, Jake enjoys following Manchester City, UFC and spending time with family and friends. He takes great pride in GreenUp’s journey and is passionate about contributing to the next chapter of the firm’s growth while helping advisors make true impact to clients.

06/07/2026

My colleague, Grace Arnold, and I formerly worked for the same financial firm. When said firm made one of their most regrettable decisions, we were beyond happy to welcome her at GreenUp Wealth Management. This article will give you just a taste of her brilliance.
On a personal note, there are many females in my family for whom I care deeply, the same can be said for the wonderful women friends in my life. Women and finances have often been an easy target for jokes. We would love to change the narrative. Please take a minute and read Grace’s Letter to her Daughters. It’s a beautifully written financial love story that Grace hopes will empower daughters and women to take charge of their financial lives.
Have questions? Please reach out.

Grace Arnold of GreenUp Wealth writes an open letter to her daughters and all women on reclaiming financial confidence and ditching 'girl math.'

04/30/2026

This guy showed up at my home office door like he had a question…

“Is it safe out there yet?”

Funny thing is, a lot of investors ask the same thing—just in a different way.

* Is now a good time to invest?
* Should I wait for the market to settle down?
* What if I make the wrong move?

Here’s the truth:
If a groundhog waited for perfect conditions, he’d never leave the burrow.

And if investors wait for perfect markets… they miss opportunity.

Markets, like seasons, are always changing.
There’s volatility. There’s uncertainty. There are long winters and strong springs.

But successful investors don’t try to predict every shadow—they prepare for every season.

✔️ They stay invested
✔️ They diversify
✔️ They think long-term
✔️ They don’t let fear make the decisions

Because in the end, wealth isn’t built by reacting to every forecast…
…it’s built by sticking to a plan.

So next time the market feels uncertain, ask yourself:

👉 Am I reacting like the groundhog… or investing like someone who’s seen a few seasons?

04/23/2026

03/22/2026

Throwback to working with RFD-TV on a campaign with a previous firm bringing financial planning/retirement planning to rural America. Fast forward, I’m still talking about it! Give us a call at GreenUp Wealth Management to find out how we can help.

02/02/2026

It’s tax time! Here are some good reminders from my friend and colleague, Brad Tatar. Let me know if I can help with any tax planning.

01/16/2026

How will the labor market, government policies, and corporate earnings affect investments in the new year? When assessing the economic landscape as we roll into 2026, it’s important to have a clear, balanced vision. Join GreenUp’s Chief Investment Officer Daniel Greulich and CEO Tony Schmitt as ...

01/13/2026

Our Q4 Market Commentary and 2026 Market Outlook is out now.
With the new year come new opportunities. If you feel like you aren’t quite getting what you need from your advisor, give me a call. Happy to show you there is a better way.

Happy New Year! With every new year, our household starts a new checklist and at the top of the list is an annual visit to the optometrist. I may not know much about vision care, but my optometrist has a clear goal for me: achieving balanced 20/20 vision.

12/24/2025

Merry Christmas from all of us at GreenUp Wealth Management 🎄✨
We’re truly grateful for the opportunity to serve you and support your financial journey. Wishing you and your loved ones a joyful holiday season filled with peace, gratitude, and meaningful time together.