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 Read more...

Rachel Siderine has been in banking for almost 25 years. Her professional goal is to help others in their financial journey. In her free time, she enjoys spending time with her daughter. Read more...