Our Wealth Management Advisors

Brian Schmidt is a certified financial planning professional and part of the Wealth Management team for NFP’s Endwell, New York, office, serving both institutional and retail clients.​

For more than 15 years, Brian has worked closely with businesses to design defined contribution programs for their employees. Brian looks to empower employees through unbiased education to help them effectively manage personal finances and retirement savings. He also works with individuals and families to help design investment strategies that support them as they move toward their financial goals.​

A graduate of St. Michael’s College in Vermont, Brian earned a degree in political science. He later earned a Master of Arts from Villanova University. He holds his Securities Series 7, Series 63 and Series 66 registrations and conducts his advisory practice via Kestra Advisory Services, Inc. He also holds life, accident and health insurance licenses.​

Brian is actively involved in his community, where he currently serves on the board of directors for the Catholic Schools of Broome County, as trustee for Our Lady of Sorrows and internationally as treasurer for the human rights defenders’ organization Fortify Rights. Brian is an avid cyclist and spends free time both on the roads and virtually with friends around the globe. Brian’s true joy though is spending time with his wife of over 20 years and two children, ages 17 and 15.