Mary Schmidt brings the diversified banking industry to WealthPlan Advisors due to her previous experience working for Wells Fargo Retirement Plan Services, Northern Trust Retirement Division and CPI Pension Services. Mary began her career in the operations area and then moved to client administration, relationship management and ultimately landed in business development. This extensive background allows her to provide Plan Sponsors the fiduciary benefit of investment advice which provides a better retirement outcome for their plan participants. Mary’s experience aligns with her passion of working with employers to design, implement and manage the best retirement plan for employees to meet their retirement goals.
Throughout her career, Mary has been given the nickname of “401k Gal” by many as she has a gift of communicating the very complicated world of retirement plan design and servicing in a more simplified manner. Her goal is to help her Plan Sponsors feel like their company retirement plan is under control with the services she provides.
Mary values family and will be celebrating her 50-year wedding anniversary with her husband in November 2021. Together, they share a son and she is also the sister of six brothers. Mary enjoys gardening, a good hike and cannot drive by an antique store without stopping.