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.

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Team photo

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Our advisors

Kathy M Schmidt

CFP®, CRPC

Private Wealth Advisor

Learn more about Kathy M Schmidt

Jessica Yohn

CPA

Financial Advisor

Operations Manager
Learn more about Jessica Yohn

Chris Kruck

Financial Advisor

Learn more about Chris Kruck


Our team

Kelly Eichman

Kelly Eichman

Paraplanner

Personal Intro

  • Bachelor of Science, Marketing, UW-La Crosse, La Crosse, WI
  • Interests: spending time with my husband, Ryan, & kids, Evelyn, Davis & Payton, football & baseball, various activities through my church
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Noe Schuh

Noe Schuh

Client Service Specialist

Personal Intro

  • Associated Degree in Banking & Financing and Accounting at Fox Valley Technical College
  • 6 Year of Experience as an Investment Advisor
  • Interests: Spending time with husband, Derek and 2 boys, Brayden and Kaleo. We love any type of water activities and family game nights.
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Susan Heinrich

Susan Heinrich

Client Service Specialist

Personal Intro

Masters: Teaching and Learning

20 years of Experience in Finance: Investing, Banking and Lending

Interests: Spending time with husband, Scott and 3 yr old Boston Terrier, Gus as well as extended family. Serving and building connections within my church and local community. Finally, I enjoy crocheting, watching movies and beautiful sunny days outside!

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