Testimonials

"I'm so thankful that My Financial Advisor, Shannon Schmidt, and I met. She's Phenomenal and really knows how to take care of her clients. 

I'm a Woman who's a small business owner, I have a Childcare Business. It's really been good for me with Mrs. Schmidt. She's my first experience with this and she's made my little money grow big and fast. I've never met anyone that cares the way Mrs. Schmidt does. She's educated me in many ways Financial and more. I've grown a lot too, looking back to our humble beginning. I wouldn't trade her for the world, where she goes, I go. Amen."

Bridgette G., Small Business Owner

March 2025

"When I first met Shannon, it wasn't the way I had expected. I had to give a call with some unexpected news that would change the course of things. From the moment that I heard her voice, I knew that she was a very special person and had great qualities and made me feel at ease. Bill always knew that with Shannon he could never go wrong and would leave me in good hands. Yes, she is my financial advisor, but also much more. So thank you for all that you do."

Sincerely, 

Mary H., Retired Nurse

March 2025