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Carrie Schmitz

Client Service Associate

Carrie is the lovely face you see when you walk in the door or who you hear on the phone at the Elk River office.


She schedules clients, manages calendars, assists with client needs, and helps with marketing and advertising. Carrie has her Life and Health Insurance licenses and is also studying for her Securities Exam.


Carrie was a stay-at-home mom who juggled homeschooling and running a 70-person American Heritage Girls Troop all while working as a Claims Manager for several National Utility Companies throughout the U.S.


Carrie is excited to get hands-on learning and training from a successful, established company. She thrives on being proactive and has proven to be great at problem-solving.


Carrie enjoys spending time with her husband and their daughter.  They love to camp and play golf as a family.  She volunteers at her church weekly and is passionate about American Heritage Girls, where she serves as the Troop Coordinator.  She enjoys trying new foods and exploring the outdoors.


Favorite quote:

“Perhaps you were born for such a time as this.” Esther 4:14


Historical figure:

I would most like to have coffee with Abraham Lincoln


Favorite childhood memory:

Our Annual Family Road trips. I have either driven through or visited 37 out of the 50 states.

Carrie Schmitz

Client Service Associate

Carrie Schmitz

Carrie Schmitz

Client Service Associate

Carrie is the lovely face you see when you walk in the door or who you hear on the phone at the Elk River office.


She schedules clients, manages calendars, assists with client needs, and helps with marketing and advertising. Carrie has her Life and Health Insurance licenses and is also studying for her Securities Exam.


Carrie was a stay-at-home mom who juggled homeschooling and running a 70-person American Heritage Girls Troop all while working as a Claims Manager for several National Utility Companies throughout the U.S.


Carrie is excited to get hands-on learning and training from a successful, established company. She thrives on being proactive and has proven to be great at problem-solving.


Carrie enjoys spending time with her husband and their daughter.  They love to camp and play golf as a family.  She volunteers at her church weekly and is passionate about American Heritage Girls, where she serves as the Troop Coordinator.  She enjoys trying new foods and exploring the outdoors.


Favorite quote:

“Perhaps you were born for such a time as this.” Esther 4:14


Historical figure:

I would most like to have coffee with Abraham Lincoln


Favorite childhood memory:

Our Annual Family Road trips. I have either driven through or visited 37 out of the 50 states.

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