With over a decade of experience in the financial services area, Whitney’s role as a Financial Planning Consultant with Schmidt Wealth Management & Associates, an affiliate office of Freedom Street Partners, is focused on compiling the information needed to develop a comprehensive financial plan for clients and their families. Whitney earned a Business Management degree from Piedmont Community College and is a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through George Mason University. She has been with Jim Schmidt’s team since 2019.
Whitney specializes at gathering all financial information and integrating the proper planning software to assist Jim in guiding our client’s overall financial prosperity. She is also fully licensed to evaluate the needs of a family for insurance solutions, such as long-term care, life insurance, and other suggested insurance protection for their assets. She understands that many families face financial risks to their assets and rely on our team’s knowledge, which can mitigate risks through proper insurance strategies.
Along with staying abreast of industry changes, tax law, and legacy planning updates, she is supported by the Raymond James Insurance Specialist Team that collaborates with her to create solutions requiring multiple points of view. Raymond James also provides a team that includes CFP® professionals and legacy planning attorneys offering more complicated legacy and financial planning.
Raymond James and its affiliates do not provide legal, estate planning or tax advice.
In my free time, I am a seasoned scrapbooker and framer. I also love the outdoors, especially when water is involved, and I live on a beautiful lake with my son, Iverson, just north of Richmond. I also have a dog, a cat, and many friends and family who fill my life with great joy, and I consider myself incredibly fortunate to have a career that I find fulfilling and rewarding.