At Schmidt Financial Management, delivering exceptional service to our clients means giving them a great client experience. Kathy brings this commitment to life through thoughtful design and a deep understanding of how visual storytelling connects with people. As our Marketing Designer, she transforms ideas into engaging materials that strengthen our brand and enhance how clients experience Schmidt—both online and in person.

With over 20 years of experience in graphic design and digital marketing—and a strong background in running and marketing online businesses—Kathy combines creativity with strategy. Since joining Schmidt Financial Management, she’s used her expertise to elevate our visual media, marketing initiatives, and online presence. Her diverse skill set and keen design sense make her an invaluable member of the team, helping us communicate with clarity and impact.

When she’s not designing, Kathy enjoys spending time with her family and two dogs. You’ll often find her on the pickleball court, making the most of her free time and bringing the same energy and enthusiasm she shows in her work. 🏓

Learn more about how Kathy and our team create meaningful, visually engaging experiences that connect technology executives and professionals to the financial planning resources they need most.


Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.