MARSHFIELD, WI (OnFocus) – Tammy Schmidt is the newest member of the Lifescape Wealth team, joining as a Client Service Associate.
“We’re happy to have Tammy join us here at Lifescape Wealth. She brings decades of experience to her role,” said Brandon Meyer, Financial Advisor.
“I have spent my whole career in some capacity or another within the finance industry, starting as a credit analyst for Fingerhut back in the early 1990s,” said Schmidt.
Schmidt graduated from St. Cloud State University with a major in Speech Communications and an Associates degree in Business Management. She later attended St. Cloud State again with an emphasis in Accounting.
“I have been a life learner and have improved my skills through on-the job training and obtained my Series 7 and 63 while working for an investment advisor headquartered in Naperville, IL. The skills developed there will help me in my current role as I continue to learn and once again obtain FINRA licensing,” she added.
Since joining the Lifescape Wealth team in August, she has enjoyed meeting clients and learning the responsibilities of her new role.
“Providing excellent customer service and wealth preservation is vital to this position and important to me as I grow in my responsibilities on the team,” she said, adding that she was drawn to Lifescape because of its family value and work-life balance.
“Lifescape Wealth is a family-owned small business that has been operating in Marshfield for three generations. Their commitment to family and community was appealing. Work-life balance and supporting the community I live in is important to me. Lifescape Wealth provides both of those opportunities in my career,” she said.
“Lifescape Wealth’s values are ‘Integrity, Community & Family.’ The owners and staff have proven to me that they live by these words and provide an excellent product. I am excited to be part of the team and am looking forward to the opportunities for me and our clients in the future,” she added.
To learn more, visit Lifescape Wealth on Facebook, their website, or call their office at 715-387-8700.
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Author: News Desk
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