I have always been interested in finance and helping people. I am so thankful that I get to do this every day as my career. I value my clients and my business as if they were my own family and friends. I am so glad I chose to work for Edward Jones -- to build my business with a company deeply rooted with culture and always putting our clients first.
As an Edward Jones financial advisor, my goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. We take a holistic approach to wealth strategies with a wide variety of services: preparing for retirement, living in retirement, paying for education, estate considerations and preparing for the unexpected. We partner with our clients to navigate their financial and personal journey together, and I take great pride in that.
I am a mom of four boys: Hayden, Landen, Graysen and Lawsen. We live in nearby St. Clair. They keep me busy with sports, football and wrestling. In our spare time, we enjoy traveling and camping. I also enjoy gardening, being outdoors and taking our Jeep on unbeaten paths.
I have an extensive 24-year career in the finance Industry. Prior to working with Edward Jones, I was a retail banking officer and VP with a local bank. I then began my Edward Jones career in 2008 as a part-time branch office administrator. I was fortunate to work with several veteran financial advisors and developed great experience from them. Having served individual investors nearly my entire career, I wanted to take what I had learned in the industry and advance my career with Edward Jones by becoming a financial advisor. I have enjoyed serving Pacific for the past eight years, and I am looking forward to many more years here as a financial advisor.
If you see me out and about introducing myself to the community, I hope you come and say hello. It's always a pleasure to visit with clients and the community in and out of the office.
I look forward to serving you.
- Retirement Savings Strategies
- Wealth Strategies
- New Investors
- Entrepreneurs & Business Owners
- Divorce Finances
- College Savings
My Personal Interests
Office Address722 W Osage Street
Pacific, MO 63069 opens in a new window
Phone NumberLisa M Schmidt at (636) 257-3235
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:30PM|
|Sat||By Appointment Only|
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