The Coach. Pat Schmidt is calling the plays when it comes to the Golden Reserve team and our clients.
Pat started his career chasing his dreams as a pitcher for the Atlanta Braves. Afterwards, he turned his focus to education where he could coach and teach finance principles. Pat quickly realized he wanted to not just teach, but implement these same strategies. His biggest surprise during his job search was the emphasis financial shops put on selling products. It felt like their focus was on their own retirement planning, not their clients. Pat wanted a new approach to financial planning that was affordable and transparent, and was one of the architects of creating the Golden Reserve philosophy.
Pat’s clients always say he makes planning easy to understand and simple. This makes sense given he spent almost a decade in education.
Pat and his wife Lauren and his two beautiful daughters Ella & Addie, make their home in Dublin, Ohio. Away from the office Pat coaches baseball, plays golf and enjoys his Buckeye football Saturdays.