Meet Greg Schmidt

Greg Schmidt, CEBS

Financial Representative  

Principal Securities Registered Representative

Financial Advisor

Phone:  503.620.6276 




Greg has spent his entire 41 year career in Financial Services beginning in 1978 with the Metropolitan Life Insurance Company in San Francisco as a Group Insurance Representative with positions of greater responsibility in Los Angeles and Seattle where he had responsibility for Group Insurance and Pension Sales throughout the Pacific Northwest and Montana. These experiences led to the role of Trust Officer with a large family owned bank in Billings, Montana soon to be known as First Interstate Bank of Billings, responsible for servicing and attracting new retirement plan clients for the bank in Montana and Northern Wyoming.

In 1989 Greg joined Key Trust Company of Oregon followed by senior trust positions at two other large banking institutions in Portland.  Greg Schmidt was born and raised in Berkeley, California leaving the Bay Area to attend San Diego State University where he received his Bachelor of Science Degree in Business Administration.  Greg has served Individual and Business Clients as Financial Advisor with Principal since January 2005.

Greg has been married to wife Susan for 41 years and together have five married adult children and Five and counting Grandchildren.  Greg is active in the community including:

  • Past President and Member of East Portland Rotary involved in projects impacting Foster Children and Human Trafficking Awareness.
  • Greg volunteers with the Smart Reading Program at Metzger Elementary School in Tigard.
  • Active Member at Greater Portland Bible Church where he has served on the Board and in a number of ministry areas.

In his personal time, Greg enjoys spending time with his wife and family and personally pursues his love of Books, Newspapers, Travel and Bay Area Sports.