LPL Financial Advisor Randy Schmidt, CFP®
Randy grew up with his 4 brothers and sister working on the family farm in North Dakota. He completed his bachelor's degree while serving his country in the Army National Guard. In 1998, Randy moved to Michigan where he began his career as a professional Financial Advisor.
Randy is a CERTIFIED FINANCIAL PLANNER™ Professional, a Registered Financial Consultant (RFC), Financial Planning Association Member, and Financial Services Institute Member. He also currently holds a FINRA Series 7 & 63 registration held through LPL Financial along with his insurance license in Life, Health, Long-Term Care & Disability.
Randy truly exceeds in helping his clients clarify their financial position, identifying their unique needs, and developing an effective action plan to pursue those goals. He has over 25 years of experience in the Financial Services industry; including Investment Management, Retirement Planning, Estate Planning, Financial Planning, Risk Management, and Income Tax Planning.
Outside of work he enjoys cooking, spending time on the lake with his family and volunteering in the community. He is a member of the Sparta Chamber of Commerce and Rotary Club of Sparta & Kent City.
Favorite Quote: "If you think you can do a thing, or you think you can't do a thing; you're right." -- Henry Ford
Office Manager/LPL Registered Assistant
Elizabeth joined the team in 2004 as an Administrative Assistant. After a short time away, she returned to work with Randy in 2017 as the Office Manager. She is a graduate of Davenport University and currently holds a FINRA Series 6 and Series 63 registrations through LPL Financial, along with her insurance in Life, Accident & Health.
As Office Manager she oversees all day to day activities in the office and works closely with clients on follow-up questions and inquires. She enjoys getting to know the clients on a personal level and knowing when they leave, they have a better understanding.
Elizabeth and her husband, Cory, live in Montana and have two grown children. When she is away from the office, she enjoys the outdoors and helping around the ranch.
Favorite Quote: "God grant me the serenity to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference."-- Reinhold Niebuhr
Kathy joined the team in 2012 as the Client Relations Assistant. She will be the first person you hear when calling our office and the first person you see when entering our office. She appreciates the diversity that her job with Ridgetown Investments offers. As Client Relations, she will assist you with scheduling an appointment, servicing your requests and answering any questions you may have. She also coordinates client events and educational workshops, as well as provides clients with timely emails and newsletters to keep them current with Ridgetown Investments and all that we have to offer.
Kathy married her high school sweetheart, they are the 5th generation to live on the family farm in Wright. They have two grown daughters and love being grandparents!
Favorite Quote: "Attitude is the difference between an ordeal or an adventure." - Unknown
LPL Registered Administrative Associate
Andy joined our team in 2020 and has been in the industry for over 10 years. He is a graduateof The University of South Dakota, where he majored in Communication Studies and currentlyholds a FINRA Series 7 and Series 63 registrations through LPL Financial. Some of his day-to-dayactivities will include preparing client reviews and financial plan, account opening, accountmaintenance, assisting clients and learning to become a financial advisor.
Andy has lived in West Michigan for over 10 years and is originally from South Dakota. Hecurrently resides in Grand Rapids with his wife and two daughters. During the summer heenjoys golf and weekends at their family cottage. When it is cold outside you can find himwatching the Minnesota Vikings and University of Minnesota hockey.
Favorite Quote: “Great moments are born from great opportunity.” - Herb Brooks
James joined our team in 2021 after working in hotel management. He is a graduate of VirginiaTech Business School. Some of his day-to-day activities will include preparing client reviews andfinancial plan, account opening, account maintenance, assisting clients and learning to becomea financial advisor.
James was born and raised in Virginia and currently lives in Wyoming, MI with his wife Hannah.He enjoys anything outdoors and is learning to ski.
Favorite Quote: “I find that the harder I work, the more luck I seem to have.” – ThomasJefferson