Kyle Schmidt, CFP®

Personal Wealth Advisor|  Pitcher | Baltimore Orioles

Kyle has spent the last 12+ years serving families to help them simplify their complex financial lives. He knows first hand what a life spent playing baseball looks like like having played professional baseball for 5 years with the Orioles and collegiate baseball before that at Georgia Tech.

From building a financial plan to help meet their future goals, to analyzing unique private investments, Kyle enjoys the opportunity to help these families be as successful away from the field as they are on the field. It’s a blessing every day to be able to serve these ballplayers and their families.

While away from the baseball field or the office, Kyle spends his time chasing around the 4 girls in his household. Having three little girls and an active wife, you can usually catch him at soccer games, lacrosse, or dance studios. Being an active family, Kyle needs to make sure they’re well fed and spends too much time around a smoker or open pit barbecue. He’s also leading Bible studies and doing mentorship programs through his family’s church, North Point Community Church in Alpharetta, GA.

Kyle currently lives in the Roswell area with his wife, 3 daughters, and a couple dogs to round out his family.


  • Bachelor of Science, Business Management – University of Florida

Prior Professional Experience

  • Private Wealth Advisor – SunTrust
  • Business Development – GenSpring Family Offices
  • Pitcher – Baltimore Orioles

Associations and Affiliations

  • Mentor – Northpoint Community Church

Licenses and Registrations

  • Series 66, Investment Adviser Representative