Episode 50: Allie Schmidt - Financial Planner and Founder - How to Execute Successful Crossovers

Allison Schmidt a CFP professional and CPA at Higgins & Schmidt Wealth Strategies, which she co-founded with Steven Higgins in 2010. She is based in Denver. Allie works with a select group of individuals and families to create customized tax-efficient financial strategies. Most recently, Allie was recognized in 2026 by Forbes as a Top Women Wealth Advisors: Best-In-State and in 2025 by AdvisorHub as a 100 Women Advisors to Watch**.  Allie is a member of LPL Financial's Advisor Inclusion Council and serves on the leadership team for LPL's Women & Pride Business Communities. Originally from Kankakee, IL, Allie graduated from Butler University in Indianapolis, where she was a member of the Butler Bulldogs women’s basketball team. March Madness is a very big deal in the Schmidt household.Our conversation starts with an empowering childhood in a household that didn't believe in limits for the four daughters of the family. Allie then describes her first forays into financial advisory work after college - and how being good at taking instructions led to her developing good business development and sales skills. Now as a financial planner she describes how she tailors advice to her individual clients and brings a climate of inclusion to the workplace.