Collin Schmidt serves as a Partner, Senior Wealth Advisor at Crusonia Wealth, where he applies his deep background in financial planning, investments, and tax planning to help clients develop and maintain long-term strategies for preserving, protecting, and enhancing their wealth.
Collin caters his business to high-net-worth retirees, busy families, small business owners, and corporate executives.
Prior to joining Crusonia Wealth, Collin was a Managing Director and Co-President of Private Capital Management, where he provided financial planning and investment management services to clients, while also helping shape the firm’s strategic vision. He was, at heart, a trusted advisor, consulting with clients on complex financial planning, tax, and estate matters, applying his expertise to clients so they can finally feel financial peace of mind.
Collin holds a Bachelor of Science degree in Finance from the Richard T. Farmer School of Business at Miami University and is a Certified Financial Planner™ professional.
A Colorado native, Collin is an outdoor enthusiast and enjoys golf, skiing, and hiking, while also frequently visiting the many great restaurants Colorado has to offer.
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