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Dan Schmitz, CFP®, AIF®, CLTC

President, Founder & Senior Wealth Advisor

I believe that communicating financial planning concepts and industry terminology in a way that is understandable and actionable is key. Whether I am translating future visions into retirement scenarios, managing investments, or devising long-term, tax-efficient wealth accumulation strategies, my focus is always on my clients and empowering them to feel comfortable and confident in their financial decision-making.

My wife, Carmelanne, and I embrace all the excitement that comes with raising our four children, two of which are “adulting” and off to college. When not at work, I can be found on the sidelines spectating one of my kid’s games or pursuing a part-time gig as Uber/ATM Dad. I also spend time outdoors, play hockey, golf, and try to catch a few country concerts every summer. 

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Business Journal

2014-2024 Women’s Choice Award 2024, created by Women Certified Inc.
The 2024 award was presented on a rolling basis based on data as of Dec. 31, annually. 32 advisors were considered, 27 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Women's Choice Award for more award information.