Crusonia Wealth Advisors Welcomes Collin Schmidt to Its Expanding Team of Financial Experts

Crusonia Wealth Advisors Welcomes Collin Schmidt to Its Expanding Team



Crusonia Wealth Advisors LLC, a prominent independent Registered Investment Advisor (RIA), has proudly announced the addition of Collin Schmidt to their dynamic team as a Partner and Senior Wealth Advisor. This move signifies the firm’s commitment to enhancing its capabilities in providing sophisticated investment management and personalized financial planning services.

With over a decade of experience, Schmidt brings a wealth of knowledge in financial planning, investment management, and tax planning. His diverse client base includes professional couples, young families, small business owners, and corporate executives, all of whom have benefited from his tailored advice and dedicated service.

In his own words, Schmidt expressed enthusiasm about joining Crusonia, stating, "I am excited about this next chapter and confident Crusonia will help me deliver an elevated, highly personalized planning and advice experience for my clients." His decision to join an independent, employee-owned, and client-focused firm will enable him to offer more comprehensive financial guidance while continuing to maintain the strong personal relationships and high-touch service that he is known for.

Zach Pashel, Co-founder and Managing Director at Crusonia, shared enthusiasm for Schmidt's addition, noting, "Collin is a wonderful addition to Crusonia. He brings a wealth of experience both as a trusted advisor and manager. Collin is an invaluable partner and a great sounding board as we think about the future."

A Colorado native, Schmidt earned his Bachelor of Science in finance from the prestigious Richard T. Farmer School of Business at Miami University. His expertise will be instrumental in further solidifying Crusonia’s reputation as a leader in wealth management. The firm aims to offer superior private wealth management services, including investment, retirement, education funding, tax, and philanthropic planning.

Crusonia Wealth Advisors stands out in the industry by creating a platform that allows advisors to tailor their approach based on the specific needs of high-net-worth clients. Supported by Michaud Capital Management LLC, the firm offers an independent and agnostic environment focused entirely on client priorities.

For those intrigued by the changes at Crusonia and the potential for a collaboration, inquiries about becoming a part of Crusonia’s advisory team or learning more about their services can be directed to Zach Pashel at [email protected].

To learn more about Crusonia Wealth Advisors and their philosophy on private wealth management, you can visit their website at www.crusoniawealth.com. The firm’s commitment to providing high-level, personalized financial strategies demonstrates the value they place on each client relationship and the dedication they have to helping clients navigate their financial journeys.

As the financial landscape continues to evolve, Crusonia Wealth Advisors remains steadfast in its mission to guide clients through complex financial decisions, ensuring they are equipped to achieve their financial goals through expert advice and individualized strategies.

Topics Financial Services & Investing)

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