Cassandra Schmidt, Fic
About Cassandra Schmidt, Fic
Cassandra Schmidt is a Financial Representative at Modern Woodmen of America in Beaver Dam, Wisconsin, where she has worked since 2017. She specializes in business planning and employee benefits, focusing on areas such as protection, savings, and retirement planning.
Work at Modern Woodmen of America
Cassandra Schmidt has served as a Financial Representative at Modern Woodmen of America since 2017. In this role, she assists business owners with business planning and employee benefits. Her work involves focusing on key areas such as protection, savings, retirement planning, retirement distribution, and estate planning. She utilizes a personalized approach to develop financial strategies tailored to the individual needs and goals of her clients. Cassandra engages actively with the Beaver Dam community to help individuals plan for secure financial futures.
Previous Experience
Before her current position, Cassandra Schmidt held several roles that contributed to her expertise in financial services. She worked as a Manager at Dodge County Humane Society for seven months in 2015. Prior to that, she managed operations at Sears Authorized Hometown Stores, LLC from 2007 to 2009. Additionally, she served as an Assembler at John Deere for 16 years, from 1999 to 2015, and worked as an FSET Account Representative at Forward Service Corporation from 2015 to 2017.
Education and Expertise
Cassandra Schmidt completed her education at Beaver Dam High School, where she studied from 1995 to 1999. Her educational background laid the foundation for her career in financial services. She offers securities through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, enhancing her expertise in financial planning and investment strategies.
Community Engagement
Cassandra Schmidt is actively involved in community initiatives in Beaver Dam. She has participated in a hat and mitten tree initiative aimed at helping individuals in need in downtown Beaver Dam. This engagement reflects her commitment to supporting her local community and addressing the needs of its residents.