Holly Schmidt

Executive Assistant
Carter Financial Management
hschmidt@carterwealth.com

Holly joined the Carter Financial Management team in March of 2016. She provides support to the CFM team members with scheduling, correspondences and other daily operations. Holly additionally serves as administrator for the Carter Financial Management Scholarship for college-bound students.

Holly has spent the majority of her career in the financial services industry, employed with an advisory firm in Nebraska.  She jumped at the opportunity to get away from Midwestern winters, moving to the McKinney area when a branch office was opened there in 2012. Throughout that time, she had the pleasure of working closely with both clients and advisors to implement financial plans, getting insurance products placed and investment accounts opened.  She also dealt with insurance vendors and financial custodians often on many a client-service issue.

Holly lives in McKinney and enjoys attending classes at her local YMCA, checking out what’s new at the library and catching weekend matinees with friends. And despite her move south she hasn’t fully escaped harsher winters, visiting her dear family in Iowa and Pennsylvania.