Carrie Waters Schmidt, MS, CFP® CDFA®2, AWMA®, ADPA®, CSRIC™
Financial Planner
608.287.3046
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...
Dannea Williams Bell
Executive Assistant
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...
Terri Buechner
Director of Special Needs Planning
608-287-3046
Terri has been involved in the finance industry since 1982, first working in a bank where she helped clients with annuities and other investment vehicles and then later as an assistant to a financial planner, where she specialized in...