Advisor profile


My approach

Heidi Schmitz - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Heidi Schmitz - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Investments
  • Family Finances
  • Domestic Partner Planning
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and Series 66 licenses

Interests

  • My first love is my family and my amazing group of friends who have become family
  • Anything involving great food and great wine
  • Hiking and Exploring the beautiful Pacific Northwest

Community participation

Hopelink Food Bank- Bellevue,WA

Professional associations

  • Association for Independent & Franchise Professionals (AIFP)

Previous experience

  • Client Service Manager, Ameriprise Financial 2003-2017, 15 years