Collin J. Schmidt, CFP®

Senior Advisor, Leadership Committee Member

Collin Schmidt joins the firm from the recently completed asset purchase agreement with Wagner Wealth Management. He is responsible for providing financial planning and investment management services to our clients, manages the firms trading, and is a member of the firm’s investment committee.

Previously, Collin was a staff accountant for Schmidt & Associates CPA, assisting in income tax planning and preparation, auditing, and bookkeeping.

Collin holds a B.S. degree in Finance from the Richard T. Farmer School of Business at Miami University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

A Colorado native, Collin is an outdoor enthusiast and enjoys basketball, golf, skiing, and hiking. He also spends his time volunteering with Lutheran Family Services.

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