Empowered with Equanimity
We do things differently, because we are different. Our primary focus is on healing and progress. You will not only see the difference, you will feel it. Time-tested and dedicated, you can count on us.
Carrie Waters Schmidt, MS, CFP®, CDFA®, AWMA®, ADPA®, CSRIC™
Financial Planner
608.287.3046
Carrie began her career with Lincoln Financial Advisors (now Osaic Wealth) in 2004. She whole-heartedly believes in the financial planning process and how it can take clients from good to great.
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...
Jazmynn Appleton
Marketing and Brand Manager
Terri Buechner
Director of Financial Planning Operations
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...