Daniel S Schmitz

Dan has been with Patrick Financial for 8 years. He lives in Hamilton, Ohio with his wife Jackie. Dan earned his bachelor’s degree from Bowling Green State University in 1985.

Dan helps clients reach personal financial goals every day. Whether he is helping a client with retirement goals or daily budgeting, Dan puts the utmost care into his interactions.

In his spare time, Dan enjoys being outside, especially on the golf course!

Form ADV Part 2B