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Client Spotlight: Allie and Stacy

 
Allie and Stacy Schmidt are the kind of people that warm your heart every time you are around them—the kind of people that make us so happy to come to work every day and do what we do! In addition to being phenomenal people, Allie and Stacy are each amazing professionals.

Allie works as a financial planner and co-founded her firm HD Wealth Strategies in 2010. She and her team help their clients achieve their long-term financial goals through concierge financial planning and comprehensive strategies for investment management, retirement, tax, and estate planning. Her firm, which operates as a fiduciary working in its clients' best interests, has been recognized in particular for its focus on client communication and proactive risk management.

Stacy is the Director of Programs at the American Board of Obesity Medicine, a nonprofit organization that specializes in assessing and credentialing physicians in Obesity Medicine. Stacy's primary roles are to oversee the Maintenance of Certification program and serve as the director of the Obesity Medicine Fellowship Council. Given the growing prevalence of obesity and lack of formal training for physicians in Obesity Medicine, the Council formed with a mission to expand specialty training opportunities and increase the fellowship-trained Obesity Medicine physician workforce. Stacy facilitates the development of new Obesity Medicine fellowship training programs at medical schools around the country.

The couple has purchased two properties with the Schlichter Team—one that was a primary residence and was converted to be an investment property, and a second investment property that was an immediate revenue generator. They live in the Highlands neighborhood with their daughters Wesley (3) and Charley (4 months) and their Wheaten Terrier Bailey.



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