Donny Schmitt, LUTCF

Principal, Financial Advisor

  • Donny Schmitt, a graduate of Nicholls State University, has been a dedicated financial services professional since 2007, holding Series 6, 63, 65, and 7 licenses. Donny is licensed in life and health insurance, as well as property and casualty. His passion for golf not only led to his natural market of individuals between the ages of 45 and 65 but also shaped his understanding of the importance of time in financial planning.
  • With over 16 years of experience and thousands of client meetings, Donny has honed his ability to provide sound and holistic financial advice. He specializes in working with self-employed individuals, pre-retirees, and retirees and is incredibly passionate about creating personalized strategies.
  • Donny’s primary goal is to educate his clients—business owners, medical professionals, and high-income individuals—so they can make informed decisions with their available resources. Known for his genuine care and experience, he strives to help his clients navigate their financial paths confidently.
  • Outside of work, Donny enjoys spending time with his wife, Megan, and their three children. He has a strong bond with his family, enjoys fishing, playing golf, and cooking. He also thoroughly enjoys watching his children play sports.
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