Carrie Waters Schmidt, MS, CFP®
Industry: Financial Planning
406 Science Dr.
Madison, WI
608-231-2231
carrie.schmidt@lfg.com

Carrie has devoted her work to helping people understand and control the financial component of their lives, so that they can support and protect their personal security, the people they care about and the values in which they believe. Many of her clients already work with their own attorneys or accountants and turn to her to interlock various pieces of planning that has been done, identify any remaining gaps and offer strategic advice to help improve clients' situations regarding their comprehensive financial planning. She oversees several non-profit retirement plans in addition to financial planning for individuals and their families. She specializes in financial planning for Domestic Partners and Socially Responsible Investments. CRN-992830-081814