Kerry Schmitz CFP®
Series 7, 66
Insurance licenses: Accident & Health,
Life, Variable Life & Variable Annuities
Kerry lives in Monticello with her husband Brian and their children, Hailey and Cameron. In the summer, you will find them camping, at the baseball field or enjoying time around the lakes in Annandale with family and friends. In the winter, the family spends their time running between the hockey rink and the gymnastics gym. Kerry has been assisting individuals and families in the financial services industry for over 15 years. She enjoys helping clients put together a plan for their financial future so they can meet their goals and are able to spend their time doing what they love most.
Favorite quote: “Enjoy the little things in life, because one day you will look back, and realize they were the big things.”
Team member since 2013
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