Rick Schmidt CFP®
“It’s not what you make, it’s what you keep that matters.”
I work with clients who are seeking a guide to help them make their way through the financial maze. Implementing discipline and patience, I am able to foster trust with my clients, which allows them to gain confidence and ultimately achieve financial freedom. The knowledge that I have a part in helping my clients reach their financial goals is my favorite part of the job.
Who is your hero?
John Muir is my hero. He was the father of the conservation movement, and spent his life working to preserve and protect our most beautiful spaces.
What is something about you that might surprise your clients?
I am just a few plays from completing the entire 37-play canon of William Shakespeare.
How do you de-stress?
I spend time hiking, reading, gardening, and working with my bees.