Pat Schmidt

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Retirement Advisor

Pat Schmidt is a seasoned retirement advisor and entrepreneur who co-founded a comprehensive retirement firm in 2012, growing it to thirteen offices across Ohio. Under his leadership, the firm surpassed $100 million in annual annuity and life production and managed over $250 million in assets. In addition to his life and health license, Pat holds a Series 65 license. A former left-handed pitcher drafted by the Atlanta Braves, Pat later earned his degree from Ohio State University. He now lives in Dublin, Ohio, with his wife Lauren and their three children—Ella, Addie, and Luke. Pat is passionate about helping clients protect their retirement savings and enjoys spending time outdoors, traveling, golfing, and supporting small businesses in his community.