Peggy Schmidt

Peggy Schmidt, RP®
Sr. Portfolio Administrator

Peggy joined the firm as an Administrative Assistant in 2006 after spending 18 years as a flight attendant. Peggy was certified as a Registered Paraplanner (RP®) in 2008, which required completing a course of study, passing a comprehensive test and completing a three-month internship. The designation is renewed every two years by completing 16 hours of applicable continuing education.

Peggy's responsibilities include set-up, maintenance and monitoring of client accounts, preparation of client reports, and general support of planner and advisor activities.

She earned a B.S. in aeronautical studies with a minor in sociology from the University of North Dakota and has a commercial pilot’s license.

Contact Peggy at  This email address is being protected from spambots. You need JavaScript enabled to view it. or (913) 345-1881.

LinkedIn: www.linkedin.com/pub/peggy-schmidt-rp®/6/50/272

KHC’s Joni Lindquist in the Kansas City Business Journal’s Table of Experts: Women in Financial Planning