Monica Schmitt

Monica loves the relationships formed from being a Financial Advisor. She first started working with clients as a licensed tax preparer and found that she wanted a deeper relationship than a once a year tax return. Monica became a Financial Advisor in 2008 and has since earned the designation as an Accredited Investment Fiduciary.

Monica enjoys helping her clients navigate the world of investing and understands that investing can sometimes be an emotional process. Her goal is to be an educator and collaborative partner with each of her clients to help manage the emotions of investing, which she believes, will lead to better investment decisions. Monica believes that her role is more than just a money manager but also a counselor, confidant and quite often a problem finder and solver. She believes in understanding your entire financial picture to help be your guide on your personal path to retirement.

Outside of the office, Monica and her husband Brian, enjoy hiking, traveling, attending Bronco’s football games, and gathering with family for activities and fun. Together, they have 4 adult children and 2 grandchildren. Monica also gives back to the community during her time away from the office. The Children’s Diabetes Foundation has become near and dear to the family after Monica’s daughter was diagnosed with Type 1 Diabetes at the age of 8. She also loves feeding young minds by volunteering with the Legacy High School Business Advisory Board.

Monica holds her Series 7 and Series 66 Licenses through LPL Financial as well as having her Life/Health and Variable Insurance Licenses. She is licensed to do business in AR, AZ, CA, CO, CT, FL, GA, ME, NC, NV, OR, TX, UT, VA, WA, and WI.