Katie Schmid is a licensed financial advisor dedicated to helping individuals and families make confident financial decisions. Through personalized Financial Needs Analyses, she helps clients uncover opportunities to save more, reduce debt, build wealth, and protect what matters most with practical, easy-to-understand strategies.
Known for making complex financial topics approachable, Katie regularly presents financial wellness workshops for businesses, universities, and community organizations. As part of a locally rooted fiduciary team, she provides personalized guidance backed by the experience and resources of an established firm.
Outside of her practice, Katie volunteers with Clear Path for Veterans’ canine program, and is a graduate of Leadership Greater Syracuse Class of 2025.
