Lanette Schmidt

Gestionnaire de Portefeuille-Actions chez Blankinship & Foster LLC

Profil

Ms. Lanette K.
Schmidt is a Financial Advisor at Blankinship & Foster LLC.
She joined in 2015.
As financial advisor, she helps clients in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.
Also she is a member of the Financial Planning department, she analyzes client financial needs and situations and develops strategies to help clients reach their life goals.
She also helps develop best practices and processes for our financial planning work, and for our systems and software.
Before joining Blankinship & Foster, Ms. Schmidt spent 15 years as a Senior Project Manager implementing strategic, large-scale pharma and biotech information technology systems.
She leverages this experience in developing comprehensive financial plans for individuals and families.
She is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Postes actifs de Lanette Schmidt

Sociétés	Poste	Début
Blankinship & Foster LLC	Gestionnaire de Portefeuille-Actions	01/10/2015

Formation de Lanette Schmidt

Drake University

Masters Business Admin