Team

Allie is a CERTIFIED FINANCIAL PLANNER™ professional and CPA*. Prior to co-founding Higgins & Schmidt Wealth Strategies in 2010, she worked as a financial advisor with Edward Jones Investments and as a financial statement auditor with Deloitte & Touche, LLP.

*CPA Services are provided by Allison Schmidt and are not a service of LPL.

Steven has 14 years of experience advising clients in financial matters. Steven is a Principal and co-founder of Higgins & Schmidt Wealth Strategies. Steven uses an understanding of economics, investment strategy, and risk management to help clients organize and plan for retirement, wealth transfer, and wealth creation.

Prior to her start with the firm, Molly worked as a financial advisor with Edward Jones Investments in central Minnesota. Molly also has several years of experience working for a family-owned independent insurance agency in Minnesota.

John has been expanding his administrative skillset for the better part of the last decade, while also working as an accounting assistant in office settings. His interests in finance and economics, paired with his intense attention to detail and outgoing personality make him a great fit as Higgins & Schmidt Wealth Strategies’ newest client service associate.