Carrie Waters Schmidt, MS, CFP®, 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...
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