Stacey Schmidt
Associate
Bob and Stacy Schmidt have over 50 years of combined experience in the financial industry. Having owned and operated an equipment leasing and financing company based in Surfside Beach, SC, they worked with many industries in helping businesses and individuals procure the equipment they needed to grow their businesses. In doing so, they put many millions of dollars into the economy.
When the economy changed, they returned to the Knoxville, TN area and began working in life, health financial services. For almost 25 years, Bob and Stacy have been assisting individuals and families to secure their goals in those aspects. They are contracted in multiple states including TN, NC, SC, GA, VA, KY, and FL. They have worked with and helped hundreds of families in these great states.
Always putting their client’s interests first, the Schmidt’s have a pretty simple philosophy, they listen, and gather information first. Then analyze the client’s situation addressing the client's concerns. The client's financial position is met with forethought. How best to meet their client's needs and address their concerns with what matters most to the families that they serve.
Bob and Stacy have 2 adult sons and a beautiful granddaughter.