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

Advisor photo for Kathy M Schmidt

Kathy M Schmidt

CFP®, CRPC, AEP®

Private Wealth Advisor

Learn more about Kathy M Schmidt
Advisor photo for Chris Kruck

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

Financial Planning Assistant,

Client Service Specialist

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
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Jessica Yohn

Jessica Yohn

Client Relationship Manager,

Operations Manager

Personal Intro

Qualifications:

  • Bachelor of Science, Finance & Accounting, University of Minnesota – Carlson School of Management
  • CPA, Colorado
  • 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, hiking, running & rescuing dogs
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Sarah Bryant

Sarah Bryant

Client Service Specialist

Personal Intro

Qualifications

  • 10 years of experience as an administrative professional.
  • Interests: Spending time with my family, running, writing, traveling, and being actively involved in my church.
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