Gary J. Schmit

Gary J. Schmit has dedicated nearly thirty years to assisting individuals and families in estate and tax planning. With extensive experience in preparing both individual and fiduciary tax returns, he offers expert advice to clients, including those who have suffered injuries, on crafting comprehensive estate plans that meet their specific goals.

In addition to his tax expertise, Gary plays a pivotal role in trust and estate administration, guiding families through the implementation of their plans. His work spans multiple generations, addressing complex issues related to finances, taxes, and wealth transfer.

Originally from northwest Iowa, Gary often shares his background as the son of a cattle and pig farmer, which adds to his approachable demeanor. His analytical skills and proficiency with numbers—evidenced by passing the Certified Public Accountant exam—make him a sought-after advisor.

Clients appreciate Gary's ability to simplify complex situations, making the estate planning process straightforward and manageable.