Financial Advisor, CFP®, CPA
Allison Schmidt is a CERTIFIED FINANCIAL Allison Schmidt is a CERTIFIED FINANCIAL PLANNER™ professional and CPA* at Higgins & Schmidt Wealth Strategies. She co-founded Higgins & Schmidt with Steven Higgins (link to Steve’s bio) in 2010. Allie works with a select group of individuals and families to create and develop tax-efficient financial strategies. Allie enjoys working closely with clients to assess their full financial picture to make sure each and every piece is working together. This elevated level of client communication is the cornerstone of the Higgins & Schmidt process. Allie takes pride in the recognition that Higgins & Schmidt Wealth Strategies has received (link to InvestmentNews Podcast on blog) for this client-first based approach.
Prior to co-founding Higgins & Schmidt Wealth Strategies, Allie began building her practice in 2008 as a financial advisor literally one step at a time, knocking on doors with Edward Jones Investments. Prior to that, she paid her dues as a financial statement auditor with Deloitte & Touche, LLP.
Allie is originally from Kankakee, IL and graduated from Butler University in Indianapolis where she was a member of the Butler Bulldogs women’s basketball team. March Madness is a very big deal around the Schmidt house.
Allie and her wife, Stacy, live in the Highlands neighborhood in Northwest Denver with three daughters and Wheaten Terrier, Bailey. When not in the office, Allie is usually outside with her family and friends, if not playing hide-and-seek, enjoying the many activities that the beautiful Colorado landscape has to offer, usually capped off with an ice cold craft beer.
“I believe our clients can feel the difference at Higgins & Schmidt Wealth Strategies. We built our concierge practice for our clients, to guide them through the complexities that wealth can bring.”
Contact Information for Allie:
*CPA Services are provided by Allison Schmidt and are not a service of LPL Financial.