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David Schmidl

David Schmidl

Investment Advisor Representative | Financial Advisor

As a lifelong Webster resident, I’m proud to serve the community where I was born, raised, and now have the privilege of raising my two wonderful children with my beautiful wife, Kristen.

Outside the office, I enjoy staying active through volleyball, golf, trail biking, and hiking with our dog. These activities help me stay balanced and remind me of the importance of enjoying life’s journey while planning for the future.

What I enjoy most about being a financial advisor is helping people simplify complex financial decisions. Financial planning can often feel overwhelming, and I take pride in breaking down complicated concepts into clear, practical strategies that give my clients confidence and peace of mind. Whether someone is planning for retirement, growing their wealth, or navigating life’s financial milestones, my goal is to provide trusted guidance and build lasting relationships based on honesty, education, and personalized advice.