Toni Schmidt
Trust Administrator - Personal Trust Administration
Background & Role
Toni is responsible for the administration of a number of personal trust relationships in our Appleton, Wisconsin office, including a number of irrevocable life insurance trusts. She brings a welcoming presence when establishing relationships with new clients, and applies a compassionate, client-focused approach to her account administration.
Working in the financial planning industry, with an emphasis on insurance and investments for over 15 years, Toni offers a wide range of experience and knowledge well suited to relationship management and trust administration. Toni’s strong communication skills along with her caring dedication to client service complement her commitment to building lasting relationships with her clients and their advisors.
Education
- Cannon Financial Institute – Continuing Education Programs
- FVTC – Web Development & Design
Memberships & Associations
- Board Member – Xavier Theater Booster Club
Contact
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