Team Member-Wade Schmidt

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Wade Schmidt

Director, Relationship Management

Wade Schmidt joined Compass Financial Partners, a Marsh McLennan Agency LLC Company, in July 2025 as Director, Relationship Management. With over 17 years of experience, Wade has guided organizations and individuals through the complexities of retirement plans, partnering with plan sponsors to optimize plan design and navigate fiduciary responsibilities, all with the goal of enhancing participant retirement outcomes.

Wade began his career with T. Rowe Price in Colorado Springs, CO, and has had the privilege of learning from firms such as LPL, Voya, and Edward Jones along the way. Wade holds the FINRA Series 6, 63, 7 and 66 licenses through MMA Securities. Originally from Nebraska, Wade (painfully) loves Husker football and basketball. He and his wife, Emily, live in Matthews, NC, and are parents to three children: Jonah, Lyla, and Lincoln. When they’re not cheering on Charlotte FC, you might find them exploring a new beach in the Southeast.




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We are not yes-people to our clients. We are thoughtful, honest and strategic partners who engage in a rigorous process to help clients reach their goals.