Kevin Schmeits is a Senior Wealth Advisor at SageView Advisory Group, based out of the firm’s Denver office. He works closely with individuals, families, and committees to identify their financial priorities and develop integrated investment and planning strategies tailored to achieve their goals. His areas of expertise include investment consulting, comprehensive wealth and estate planning, and cultivating strong client relationships.
Kevin has a diverse background in quantitative investment analysis and creating well-structured financial plans tailored to the unique needs of families and individuals. Before joining SageView, his most recent role was with Envestnet PMC, where he contributed to retail sales and gained valuable industry insights.
Outside of work, Kevin enjoys skiing, fly fishing, and spending quality time with his family.
Education and Professional Credentials
Bachelor’s in Finance, Leeds School of Business, University of Colorado