Bobby Schmid

Wealth Advisor

I’m a Montana native who grew up on a farm and ranch in Fromberg, where I learned the values of hard work, trust, and dedication. After graduating with high honors from Northwest Community College and earning my bachelor’s degrees from the University of Wyoming, I’ve developed my skills as a wealth advisor with career experience at Edward Jones in Bozeman, MT and DA Davidson in Kalispell, MT. 

Today, I’m proud to serve clients at Upland Private Wealth where I help individuals and families navigate retirement planning, wealth management, and major financial changes influenced by life transitions. My goal is to provide clear, personalized strategies that empower clients to feel confident about their financial future.

Outside of the office, you’ll find me skiing, running, hiking, fishing, hunting or camping. I also enjoy time with my husband, our two dogs, and close friends and family hanging out or exploring the outdoors.