Broker Check
Mark Schmidt

Mark’s focus is to make a meaningful difference in the lives of the families and businesses he connects with.  The purpose that drives him, comes from years of working with closely-held businesses and individuals and seeing such a great need for purposeful financial direction.

Mark began his financial services career in 2019 and joined Peachtree Planning in 2020. Prior to entering the financial services industry, Mark had a successful management career in the automotive retailing, payroll processing and business forms industries.  His career experience has offered Mark the opportunity to help businesses improve their payroll and record keeping processes for better financial control. Working closely with lenders in the automotive space, he has a unique perspective on the importance of proper financial responsibility on lending decisions and will position clients for the best use of credit. He has worked with retailers, service businesses, professional and medical offices. These life experiences have helped Mark be able to evaluate people’s financial lives through a comprehensive view and enhance their overall financial decisions to help reach financial success.

Born and raised in Michigan, Mark has also resided in Rochester, NY and Newport Beach, CA. He currently lives in Mount Juliet, TN with his wife Suzanne. Mark is a member of the Mount Juliet Chamber of Commerce.

Outside of work. he enjoys spending time with his two precious grandchildren, traveling, cheering on the MSU Spartans, Tennessee Titans, and Nashville Predators. Reading Clive Cussler novels and staying active are other pastimes.

Mark graduated from Michigan State University and holds FINRA series 7 and 66 licenses as well as life, health and disability insurance licenses.

His office is located at 9019 Overlook Blvd Brentwood TN 37027. The phone number is 615-376-8324 and his cell is 949-701-3701. His email address is mark.schmidt@peachtreeplanning.com. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian.