Engineered to perform.

Kyle Schmidt CFP®

Personal Wealth Advisor Baseball Division


WHAT’S THE BEST THING ABOUT YOUR JOB?
Simplifying the complex needs of our clients so they can focus on the aspects of life that matter most to them.

HOW WOULD YOU SUM YOURSELF UP IN 3 WORDS?
Dependable, genuine, driven.

FAVORITE QUOTE?
“For the protection of wisdom is like the protection of money, and the advantage of knowledge is that wisdom preserves the life of him who has it.” Ecclesiastes 7:12 ESV

WHY IS BIP GOOD FOR CLIENTS?
This is a firm full of highly dedicated and talented folks serving their clients to the highest capacity every day. They challenge themselves and are going to change their clients lives.

HOW WOULD YOUR FRIENDS DESCRIBE YOU?
Hard working and passionate, while being very laid back at the same time.


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