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Scott A. Schmidt, J.D., CFP®
Vice President, Wealth Advisor
Scott Schmidt focuses his advisory role at Smithberg Wealth in the areas of wealth management and estate planning. Leveraging a background in state and federal taxation and family law, Scott has assisted many clients in all stages of life in growing and preserving their wealth and planning their estates.
In conjunction with the work he does for Smithberg Wealth, Scott is also the co-founder of Schmidt & Lerner, LLC, a law firm focused on estate planning.
With over a decade of experience in the financial industry, Scott integrates his skills and expertise to the benefit of Smithberg Wealth clients. He counsels clients on the tax implications of their wealth management strategies and estate plans drawing on his experience preparing tax returns for individuals, families, estates, trusts, partnerships, LLCs and corporations. When family relationships change either due to death or divorce, Scott’s clients benefit from his experience as counsel in actions for dissolution of marriage and in administration of trusts and probate estates.
Prior to becoming a member of the Illinois Bar, Scott worked for several years as a paralegal for a large Chicago law firm and was exposed to many areas of the law working with skilled and client-focused attorneys whose influence still informs his professional character to this day.
Scott graduated from The John Marshall Law School where he served as a staff editor of the John Marshall Law School Review of Intellectual Property. He graduated from the University of Notre Dame with a degree in Philosophy. Scott also holds the CERTIFIED FINANCIAL PLANNER™ designation as well as Illinois life, health, and variable contract insurance licenses.
Scott is married with two daughters and lives in Chicago’s northwest suburbs. When he is not in the office, he can usually be found on the softball diamond, volleyball court, or soccer pitch cheering on his daughters. And when not spending his free time with family, he can be found cheering for the Fighting Irish.