Broker Check

The Capital Group
406 Science Dr. Ste 310
Madison, WI 53711

Tel: 608-268-5100
Fax: 608-287-3056

Carrie Waters Schmidt, MS, ADPA(SM), CFP®

Carrie Waters Schmidt, MS, ADPA(SM), CFP®

Carrie Waters Schmidt began her career with Lincoln Financial Advisors in 2004 after receiving her Bachelor of Science in Consumer Affairs at the University of Wisconsin- Madison. Since then she has earned a Masters in Financial Planning and the CERTIFIED FINANCIAL PLANNER(TM) Professional certification. She oversees several non-profit retirement plans in addition to financial planning for individuals and their families. She specializes in financial planning for Domestic Partners and Socially Responsible Investments.