As a financial advisor, I believe it’s important to understand your unique goals and objectives. By earning the Certified Financial Planner™ certification*, the rigorous coursework provided me with a deep understanding of financial analysis, including taxes, insurance, estate considerations and retirement strategies, all of which helps me to create unique and personalized strategies for you.
Whether you're trying to determine when you will become work optional, saving for a child's future or just trying to protect the financial future of the ones you love, we will work together to develop strategies to help you achieve your goals. We then monitor your progress to help you stay on track, making adjustments as your life evolves, all delivered with a high level of service.
This is done through my Edward Jones team, consisting of Lynn, Julie, Laura and myself. We are all here to help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney and accountant to deliver a comprehensive strategy that leverages everyone's expertise.
Our team is located on the second floor of the brick building at the corner of 99W and 124th Ave in Tualatin between Tigard and Sherwood.
When not at the office, I enjoy spending time with my family and friends. I am usually with my wife, Lauren, our two children, Lillian and Lincoln, and our dog, Ishmael.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates & Registrants, agree to abide by the CFP Board’s Code of Ethics & Professional Responsibility & comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Rock Climbing
- Active Lifestyle
Phone NumberGregory Schmidt at (503) 427-2267
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More