Allison Schmidt, Financial Advisor, CFP®, CPA
Allison Schmidt is a CERTIFIED FINANCIAL PLANNER™ professional and CPA* at Higgins & Schmidt Wealth Strategies. She co-founded Higgins & Schmidt with Steven Higgins in 2010. Allie works with a select group of individuals and families to create and develop tax-efficient financial strategies. Allie enjoys working closely with clients to assess their full financial picture to make sure each and every piece is working together.
*CPA Services are provided by Allison Schmidt and are not a service of LPL.
Steven Higgins, Financial Advisor, Principal
With over 20 years of experience advising clients in the areas of financial planning, investments, tax planning, and risk management Steven brings a broad perspective approach to the process of creating and implementing strategies for clients. Steven’s believes that communication is the most important element in a successful financial planning relationship and in that spirit works to innovate and evolve ways to improve the client-advisor communication process.
Molly Cooper, Financial Advisor
Molly joined Higgins & Schmidt Wealth Strategies as an Associate Financial Advisor in 2014 and holds her Series 7, Series 66, and life, health, and accident insurance licenses. Her primary duties include providing support to Steve and Allie in developing strategies and customized advice; running the on-boarding process for new clients; and managing all office operations and client service.
Alexis Miley, Client Services Associate
Alexis joined Higgins & Schmidt Wealth Strategies as a Client Services Associate in 2022, having spent the prior 8 years in early childhood education initially as a teacher then as a director of a large center.
Geneva Castaneda, Client Service Associate
Geneva joined Higgins & Schmidt Wealth Strategies in 2024 and currently works as our Client Service Associate. She utilizes her extensive industry experience to support our team with our operations and back office processes.
Rich Brown, Head Trader
Rich joined Higgins & Schmidt Wealth Strategies in 2024 and currently serves as head trader. Rich assists in the implementation of the Higgins & Schmidt Investment Process. Rich leverages his in-depth knowledge of trading systems and execution strategies to best serve clients and support our advisors.
