Our Team

CFP – Wealth Advisor

As more people call themselves “financial planners,” finding the right professional to address your financial planning needs is not easy. Take your time when choosing a financial planner. Before making a decision, become familiar with the planner’s business style and understand the level of services he or she provides. Look for a measure of the planner’s commitment to ethical behavior and adherence to high professional standards. Most importantly, look for a financial planner who will put you and your needs at the center of every financial planning arrangement. Ron has assisted clients with their financial needs and goals since 1993, and has the background and knowledge to be the planner you want and deserve.

Operations Manager

Since 2002, Stacy has been an integral part of the Ron Schmidt Investment Group team. As operations manager, she is involved in all facets of the business to ensure it is running smoothly. She is responsible for making sure client service, trades, & compliance are addressed in a timely manner. In addition, she works closely with clients’ accountants with goal of ensuring the highest level of service.

Throughout her 22-year career, Stacy has been an indispensable resource to clients, offering steadfast support and financial insight. Her ability to connect personally with each client allows her to enrich their unique financial journey.

Stacy's most cherished aspect of her role is the emotional connections she forms, which allow her to truly engage with and impact the lives of those she serves.

Financial Advisor

Michael works with clients to help understand each of their unique situations and help them create a strategy to pursue their goals. His role on the team includes researching and monitoring investments, building portfolio strategies, and putting together retirement plans for clients.

Administrative Assistant

Tamara will be the first person you hear when calling the office, and the first person you see when entering our office. As the administrative assistant, she handles appointment scheduling, document management, and ensures all client and office data remains up-to-date. Since joining the Ron Schmidt Investment Group in 2011, Tamara has been known for her warm, engaging demeanor while delivering quality service.

Client Services Associate

As Client Services Associate, Ashley excels in orchestrating the seamless exchange of information among companies, clients, and our team. Her responsibilities include transferring files to electronic storage, processing service requests such as beneficiary and address changes, and facilitating client access to our digital platforms.

Since joining the Ron Schmidt Investment Group, Ashley has thrived on building strong connections with clients, ensuring their requests are addressed promptly, and consistently delivering quality service to all.

Client Services Associate

Kayla is a Client Service Associate with experience supporting wealth advisors through comprehensive client service, account administration, and operational support. She is skilled in managing new account openings, transfers, distributions, account maintenance, client communications, CRM management, and meeting preparation. She serves as a respected point of contact for clients, responding to inquiries, resolving service issues and proactively following up on outstanding requests. She helps with supporting robust end-to-end client experiences from onboarding through ongoing relationship management. She is dedicated to building strong client relationships and delivering efficient, high-quality client experiences.

Client Services Associate

Brian works closely with clients, companies, and our team to facilitate service requests, such as beneficiary updates and address changes, maintain electronic records, and ensure all necessary documentation is prepared accurately and efficiently.

Since joining the Ron Schmidt Investment Group, Brian has excelled at fostering strong client relationships, responding promptly to client needs, and consistently delivering exceptional service.