Allie Schmidt CPA, CFP®
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 customized tax-efficient financial strategies. She values close collaboration with clients to assess their entire financial situation, ensuring that each component functions cohesively. This high level of client communication is integral to the Higgins & Schmidt process. Allie takes pride in the recognition that Higgins & Schmidt Wealth Strategies has received for its client-first approach.
Prior to co-founding Higgins & Schmidt Wealth Strategies, Allie began building her practice in 2008 as a financial advisor, literally one step at a time, knocking on doors with Edward Jones Investments. Prior to that, she was a financial statement auditor with Deloitte & Touche, LLP.
Originally from Kankakee, IL, Allie graduated from Butler University in Indianapolis, where she was a member of the Butler Bulldogs women’s basketball team. March Madness is a very big deal in the Schmidt household.
Allie and her wife, Stacy, live in the Potter Highlands neighborhood in Northwest Denver with their three daughters. When not in the office, you can find Allie and Stacy with their little crew on a mountain somewhere.
*Higgins & Schmidt Wealth Strategies and LPL Financial does not offer CPA, Accounting, tax advice or tax preparation services.
“I believe our clients can feel the difference at Higgins & Schmidt Wealth Strategies. We built our concierge practice for our clients, to guide them through the complexities that wealth can bring.”
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER®in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.