Founder And President
Current
Copiam Wealth Management Llc
Build and preserve wealth for my clients by applying Nobel Prize winning investment and economic research.
Sep 2014 - Present
AeroLeads people directory · profile
Greg Schmitz Email & Phone Number
Copiam Wealth Management LLC
at
Copiam Wealth Management LLC
1 work email found
@wealthmanagement1.com
4 phones found area 972 and 214
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Copiam Wealth Management LLC
Role
Copiam Wealth Management LLC
Location
The Colony, Texas, United States
Who is Greg Schmitz? Overview
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Quick answer
Greg Schmitz is listed as Copiam Wealth Management LLC at Copiam Wealth Management LLC, based in The Colony, Texas, United States. AeroLeads shows a work email signal at wealthmanagement1.com, phone signal with area code 972, 214, and a matched LinkedIn profile for Greg Schmitz.
Greg Schmitz previously worked as Founder and President at Copiam Wealth Management Llc and Senior Advisor, Wealth Management at Advisory Firm. Greg Schmitz studied at Oklahoma State University.
Company email context
Email format at Copiam Wealth Management LLC
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{first}@wealthmanagement1.com
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AeroLeads found 1 current-domain work email signal for Greg Schmitz. Compare company email patterns before reaching out.
Profile bio
About Greg Schmitz
Greg's passion is to demystify the often misunderstood world of investment advice by differentiating what works from what does not work to the benefit of his clients. His practice includes helping professionals and business owners invest effectively and to remain steadfastly focused on attaining their long term financial objectives and goals. Greg also specializes in advanced retirement income planning and insurance advice. Texas Monthly named Greg as a Five Star Wealth Manager in 2014.
Listed skills include Financial Services, Business Analysis, Portfolio Management, Wealth Management, and 11 others.
Current workplace
Greg Schmitz's current company
Company context helps verify the profile and gives searchers a useful next step.
Copiam Wealth Management Llc
7 roles · 36 years
Greg Schmitz work experience
A career timeline built from the work history available for this profile.
Senior Advisor, Wealth Management
Advisory Firm
Mar 2006 - Sep 2014
Executive Consultant
Gms Consulting
Business plan analysis and development primarily in the Wireless Phone, Specialty Products and Information Technology industries.
2004 - 2006
~2 yrs
Senior Manager
2003 - 2004
~1 yr
Senior Project Manager / Acquisition Integration Manager
1999 - 2003
~4 yrs
Senior Analyst / Programmer (Koch Materials)
1997 - 1999
~2 yrs
Senior Analyst / Programmer – Restaurant Systems Development
1991 - 1997
~6 yrs
1 education record
Greg Schmitz education
FAQ
Frequently asked questions about Greg Schmitz
Quick answers generated from the profile data available on this page.
What company does Greg Schmitz work for?
Greg Schmitz works for Copiam Wealth Management LLC.
What is Greg Schmitz's role at Copiam Wealth Management LLC?
Greg Schmitz is listed as Copiam Wealth Management LLC at Copiam Wealth Management LLC.
What is Greg Schmitz's email address?
AeroLeads has found 1 work email signal at @wealthmanagement1.com for Greg Schmitz at Copiam Wealth Management LLC.
What is Greg Schmitz's phone number?
AeroLeads has found 4 phone signal(s) with area code 972, 214 for Greg Schmitz at Copiam Wealth Management LLC.
Where is Greg Schmitz based?
Greg Schmitz is based in The Colony, Texas, United States while working with Copiam Wealth Management LLC.
What companies has Greg Schmitz worked for?
Greg Schmitz has worked for Copiam Wealth Management Llc, Advisory Firm, Gms Consulting, Intuit, and At&T Wireless.
How can I contact Greg Schmitz?
You can use AeroLeads to view verified contact signals for Greg Schmitz at Copiam Wealth Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Greg Schmitz attend?
Greg Schmitz studied at Oklahoma State University.
What skills is Greg Schmitz known for?
Greg Schmitz is listed with skills including Financial Services, Business Analysis, Portfolio Management, Wealth Management, Insurance, Investments, Retirement, and Strategic Financial Planning.
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