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Meet the Team

Who We Are

"Know the power of women in leadership. She makes a difference"

                                                                                            -Inscription on the Fearless Girl statue

Carrie Waters Schmidt, MS, CFP®, AWMA®, ADPA®, CSRIC™

Financial Planner

608.287.3027

608.287.3046

Carrie.Schmidt@LFG.com

Carrie began her time with Lincoln Financial Advisors in 2004. She whole-heartedly believes in the financial planning process and how it can take clients from good to great. She has built her practice similar to a physician’s in...

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Dannea Williams Bell

Executive Assistant

608.287.3029

Dannea.Williams@LFG.com

Dannea Williams Bell has been with Equanimity Wealth and Investing since 2018. She came from the banking industry and is knowledgeable in loans and credit ratings. As an Executive Assistant for Carrie Waters Schmidt, Dannea is...
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