![]() |
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
|

![]() Glenda S. Schmidt, M.B.A President been working with high tech millionaires since 1981. Prior to moving to the Puget Sound area in 1993, Glenda specialized
of her clients are high tech employees/alums.
in working with employees of Silicon Valley technology firms. She understands the stock option issues associated with personal financial management and is uniquely qualified to address the needs of high net worth clients. Presently, over 90% Glenda is an active member of the Financial Planners Association (FPA) and the Investment Management Consultants Association (IMCA). She is an executive board member of a local non-profit organization and an Advisory Board member of Envestnet, an allied Wealth Management Firm located in Chicago, IL. ![]() Timothy D. Griffith, B.A Vice President in Business and Finance. In addition to his twenty years of investment consulting experience, Tim holds the Certified Investment Management Associate (CIMA) credential through the Wharton School of the University of Pennsylvania. Prior to Joining Schmidt Financial Group in 2000, Tim worked for 15 years with a Northwest based investment firm and with institutional asset managers stressing personal education and long range planning as the key to
individual financial independence. With Schmidt Financial Group, Tim supports existing client relationships and serves as the primary advisor to all new client relationships in the Puget Sound. Tim is an active member of the Investment Management Consultants Association (IMCA) and the King County Estate Planners Association. He volunteers with The Overlake School and District 9 Little League. ![]() Ryan K. Schmidt, M.B.A Vice President International Relations from Stanford University and a Masters of Business Administration (MBA) from the Stanford Graduate School of Business. Prior to founding Schmidt Financial Group's California office, Ryan worked with Silicon Valley entrepreneurs as a venture capitalist at Advent International – one of the world’s largest global private equity firms. After years of observing technology startups succeed and fail, Ryan realized his true passion was for the success of people in these organizations. What's more, this success often bore only a fleeting relation to the companies in which they worked. Ryan joined Schmidt Financial Group in order to address this disconnect between corporate and personal success, and to help professionals become and remain personally and financially successful. Ryan is also active in the Bay Area community, volunteering at the Lucille Packard Children's Hospital and coaching Little League baseball in Palo Alto since 1997. |
