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Schmidt, Ryan_Color
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Ryan Schmidt

Investment Advisor
Ryan Schmidt, Investment Advisor, began his career in 2020. He brings experience in tax, estate planning, and financial advisory work, giving him a practical foundation for helping clients think through both immediate needs and long-term goals.
 
Focusing on financial planning, investment strategy, retirement planning, insurance, and estate planning, Ryan works with clients to develop and implement comprehensive financial plans. His day-to-day includes preparing for and leading client meetings, analyzing planning strategies, educating retirement plan participants, and helping clients make informed decisions. He values building long-term relationships and seeing clients make progress toward the goals they have worked hard to achieve.
 
Ryan Schmidt lives in Elkhorn, NE, with his wife Katie. Outside the office, he enjoys spending time at the lake, playing golf and pickleball, watching sports, trying new restaurants, and spending time with friends and family.
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Areas of Focus
  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Income Tax Planning
  • Retirement Cash Flow Planning
  • Estate Planning
  • Social Security & Medicare Planning
  • Insurance Planning
  • Charitable Planning
  • Succession Planning
  • High Net-Worth Families
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Educational Background
  • BS in Finance and Accounting, University of Nebraska, Lincoln, NE
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Ryan Schmidt