As a financial advisor, there are few things I enjoy more than sitting with someone and discovering what is important to them. Whether you are planning for retirement, saving for college, interested in how you can help protect your financial future or any other financial goal, together we can work to achieve it. I use an established process to help create a personalized strategy for you and to support your priorities. I also work with attorneys and tax preparers to ensure we are looking at your complete financial picture. My favorite part of the process is partnering with you throughout your lifetime to keep you on track, celebrate your successes and eventually reach those personal financial goals.
So why Edward Jones? When I moved to the USA from England in 1994, I left all of my family behind. I wanted to be with a company that felt like a family to me, and that is what Edward Jones does. I came to work here more than a decade ago, looking for a place where people helped each other and the community they served, but above all, a company that put the client first. I thoroughly believe that if you put the client first, do the right thing for them, and educate them along the way, that everything else will fall into place. Clients essentially become like family. I believe in personal, face-to-face relationships, including a person answering your call to the office and solutions based advice.
Edward Jones has a huge support system including investment and market analysts, personalized portfolio guidance, a tax hotline and an insurance department, along with numerous other resources. We also have some of the most advanced technology in the industry.
When I am not helping people organize, grow and protect their wealth, I enjoy travelling, horses, reading, learning and spending time with my husband, our two grown children and our dogs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- New Investors
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Horseback Riding
Phone NumberKate Schmidt at (608) 768-3688
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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