Debbie Schmidt

Debbie Schmidt

Client Relationship Manager

Debbie Schmidt is the Client Relationship Manager at Elevate Wealth Planning. For more than 17 years, she has been an integral part of Chris's financial advising practice providing unparalleled administrative support.

Debbie acts as a liaison with clients and implements all the necessary procedures required for their financial plans. Her attentive and seamless administrative support, coupled with her proficient communication skills, bring Elevate Wealth Planning’s client service to the next level. Debbie really enjoys getting to know each individual client, where they find joy and what they value. She creates a welcoming and friendly environment for all, which reflects the company’s core values.

When not managing office operations, Debbie enjoys kayaking and hiking on local trails as well as planning for her family's next adventure together.