As the Founder and CEO of Schmidt Financial Group, Sandy has been advising affluent families and their team of core advisors on intelligent solutions to protect, transfer, leverage and integrate their wealth for over 30 years. Sandy believes that the wisdom and knowledge acquired developing unique estate plans for the ultra wealthy over three decades benefit the individuals and families whom he serves.
Sandy attributes the success of SFG to the core values, personalized planning and strategic and critical thinking utilized in the solution design process. Sandy has partnered with some of the top law and accounting firms to structure estate and insurance plans for their high net worth clients.
Sandy earned his BS in Accounting from the University of Illinois at Chicago. He has also earned the financial credentials of CFP (Certified Financial Planner), International Board of Certified Financial Planners, ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), and has FINRA Series 6, 63, 65, & 22 securities registration. Sandy is a lifetime member of the AALU, Forum 400 and Million Dollar Round Table (MDRT – Top of the Table).