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

Kathleen M Schmidt

Kathleen M Schmidt

CFP®, CRPC®, AEP®

Private Wealth Advisor

Learn more about Kathleen M Schmidt
Chris Kruck

Chris Kruck

Financial Advisor

Learn more about Chris Kruck
Brett R Thom

Brett R Thom

Financial Advisor

Learn more about Brett R Thom

Our team

Faryn Kachichian

Faryn Kachichian

Administrative Assistant

Personal Intro

Qualifications

  • Bachelor of Science, Business Administration with an emphasis on marketing, UW-Parkside, Kenosha, WI
  • 5 years experience as a Home Loan Mortgage Originator
  • 10 years experience in Furniture Sales and Home Accessory Business
  • Retail Management
  • Interests: family, travel, decorating, gardening, and cooking
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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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Interests: spending time with my husband, Ryan, & kids, Evelyn, Davis & Payton, football & baseball, various activities through my church
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Sarah Bryant

Sarah Bryant

Administrative Assistant

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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