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.
Collin can be found spending quality time with his amazing family – his wife Kelsey, daughter Parker, son Jordy, and yellow-lab Sadie.
