Creative Planning > Kevin Schmeits

Kevin Schmeits

Wealth Manager, Partner

Kevin serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Kevin offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Kevin was an Investment Advisor and a Retirement Plan Consultant at an independent investment advisory firm.

Kevin earned his Bachelor of Science degree in finance from the Leeds School of Business at the University of Colorado Boulder.

Outside of work, Kevin enjoys skiing, fly fishing and spending time with his family.

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