I have been a financial advisor with Edward Jones since 2014. My office is located in Cadillac, Michigan, where I was born and raised. Prior to joining Edward Jones, I worked as a paralegal and served my community as a court-appointed fiduciary.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to get to know my clients on a personal level and gain a true understanding of what is most important to them. I then create individualized strategies tailored to their circumstances. I maintain regular contact with my clients, partnering with them to help keep them on track. In order to provide a comprehensive service, I am available to collaborate with the other professionals with whom you work: CPAs, attorneys and other trusted professionals.
I am proud to serve a variety of clients, with goals ranging from growing wealth to saving for education expenses to retiring comfortably. I regularly work with multigenerational families to develop unique strategies of wealth transfer and for their legacy. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction.
I genuinely love helping people and am thankful for the opportunity to make a difference in their lives. My career has given me the ability to give back to my community in ways that I had never imagined.
I have held various leadership positions within Edward Jones that included mentoring, training, coaching and supporting new financial advisors. Outside of the firm, I am the president of the Wexford County Historical Society, a member of the Elks club and an active member of my church.
In my free time, I love spending time with my husband, children, grandchildren and extended family. The more the merrier is my motto! I have a genuine appreciation for music and I love to cook and enjoy good food!
My Personal Interests
- History and Museums
- Spending Time with Family
Office Address200 E Mason Suite A
Cadillac, MI 49601
Mailing AddressP O Box 805
Cadillac, MI 49601
Phone NumberAmy C Schmid at (231) 876-2353
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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