Schmidt & Associates helps busy, successful clients pursue their dreams and goals. We use a comprehensive approach to financial planning built around your goals. We help you implement your plan to align your resources with those goals. We track your progress and help you make adjustments as needed. We aspire to build a meaningful relationship based on integrity and premier client service.


Our advisors

Kathy M Schmidt

CFP®, CRPC

Private Wealth Advisor

Learn more about Kathy M Schmidt

Chris Kruck

Financial Advisor

Learn more about Chris Kruck


Our team

Kelly Eichman

Kelly Eichman

Paraplanner

Personal Intro

Qualifications

  • Bachelor of Science, Marketing, UW-La Crosse, La Crosse, WI
  • 7 Years of Experience as an Ameriprise Financial Advisor
  • Interests: spending time with my husband, Ryan, & kids, Evelyn, Davis & Payton, football & baseball, various activities through my church
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Casey Brice

Casey Brice

Paraplanner

Qualifications

  • Bachelor of Communications from St. Norbert College, De Pere, WI
  • 6 Years of Banking and Lending Experience
  • Played Collegiate Tennis at St. Norbert and was an NACC Conference Finalist
  • Coached both St. Norbert Men’s and Women’s Tennis Teams
  • Interests: Tennis, Volleyball, Pickleball, Gaming Enthusiast (video or board), Fishing, and Hunting
    • Series 7 License - General Securities Representative
    • Series 66 - Uniform Combined State Law
    • Life, Health, LTHC and Variable Annuity Insurance License
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Jessica Yohn

Jessica Yohn

Paraplanner,

Operations Manager

Personal Intro

  • Bachelor of Science, Finance & Accounting, University of Minnesota – Carlson School of Management
  • 10 years of accounting & finance experience in the Financial Services industry
  • University of Minnesota Division 1 Women’s Cross Country, Track & Field, Academic All-Big Ten
  • Interests: Spending time outdoors with husband, Sonny, & son, Slade, and hiking in Colorado

Qualifications

    • Series 7 License - General Securities Representative
    • Series 66 - Uniform Combined State Law
    • Life, Health, LTHC and Variable Annuity Insurance License
    • CPA, Colorado
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