As the Founder and Chairman of Schmidt Financial Group and Catalyst Wealth Management, 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 38 years. Sandy believes that the wisdom and knowledge acquired developing unique financial and estate plans for the ultra-wealthy over three decades benefit the individuals and families whom he serves.
As part of the planning process, review and analysis of clients existing investments became an integral part of the advisory and planning process. By understanding various asset classes over the years, Sandy learned firsthand the importance of diversification and risk mitigation within the investment process. As part of the overall planning process, Catalyst Wealth not incorporates the ability to help clients invest, diversify, integrate and monitor their investable assets.
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).