Cassandra Schmidt | Modern Woodmen Financial Representative

Cassandra Schmidt

FIC

Cassandra Schmidt

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Cassandra Schmidt
At work

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.

I serve members in…

all of Wisconsin. I am located in Beaver Dam.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

everyone.

Before Modern Woodmen, I…

worked for a nonprofit organization where we helped people achieve their employment goals and get back on their feet.

I chose Modern Woodmen because…

I am able to help people feel secure in their lives, both now and in their futures. And don't forget all the amazing fraternal events that allow me to give back to the community I live in.

The best part of my career is…

being able to help people reach their goals and creating new friendships every day.

A favorite moment in my career was when…

I walked out of a meeting, and the other person thanked me for helping them. They said they felt so much better knowing everyone would be taken care of if something were to happen to them.

“I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.”
At home

At home

At home

My life outside of work

My family includes…

my husband, Dale, my daughter, Caitlyn and my son, Collin. We can't forget the dogs, Bandit and Daisey and the cats; Rascal, Cuddles and Bubba!

In my free time, you can find me…

helping around town with various activities, spending time with my family, working on "the building" (as we call it) that my husband and I own, and just enjoying life.

I’m passionate about…

helping make our community the best that it can be.

My greatest blessing is…

the life God has given me.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

almost my entire life (minus eight months while we were building).

What I like best about my community is…

how everyone always works so hard to make it the best place to live, work and play.

I’m a member of…

the Beaver Dam Area Chamber of Commerce, where I serve as chamber board member and ambassador, the Beaver Dam Area Community Foundation, where I am an advisory committee member, and the Rotary Lights Swan Park committee.

My favorite volunteer activities are…

Rotary Lights at Swan Park. It is a ton of work but looks so amazing when it is complete. Seeing how much the community enjoys the experience makes it all worth it.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

all of them! There are so many ways that our programs can do good! Matching Fund projects are an amazing way for us to give back to the organizations that make up a vital part of our community. And also our service projects, which allow us to help on a more personal basis.

My favorite memory from a fraternal event is…

getting to see how amazing our community members are at giving back. My members and I made a tree out of plywood that hangs outside my office during the winter months. It has clips for hats, mittens and gloves. All winter, it is stocked with items for anyone to take. It doesn't matter if you are young or old or in need of something to keep your hands or head warm, the tree has something for you. The tree has become a yearly tradition, and hats, mittens and gloves are dropped off all year long.

Also…

I love being a part of my community. It is neat to see how old buildings can be turned into something great and new buildings can bring new, exciting places to Beaver Dam!

Current insights

Current insights

Teaching Tuesday: Leadership Beaver Dam As a 2025 graduate of Leadership Beaver Dam, I highly recommend this class! I can't say it any better than the Chamber did already! ⤵️ 🌟 Applications Now Open for Leadership Beaver Dam, Class of 2026! 🌟 Are you ready to make a difference, grow as a leader, and get involved in your community? 🚀 Leadership Beaver Dam is your chance to unlock your full potential and lead with purpose in every aspect of your life — at home, at work, and in your community. 🙌 Why Join Leadership Beaver Dam? ✨ Gain hands-on leadership training ✨ Learn what it really takes to be a great leader ✨ Create and execute a real community project ✨ Build lifelong connections with motivated, passionate individuals ✨ Explore local businesses, nonprofits, education, government & more ✨ Grow your communication and problem-solving skills Open to ALL Businesses! Don’t miss your chance to be part of something truly transformative. 🌱 Leadership Beaver Dam: Where Leaders Rise, Communities Thrive. Be the change. Lead the future. Build a better Beaver Dam. 👉 Apply now and start your journey: https://beaverdamchamber.com/leadership-beaver-dam/

Check out some ways to help after the tornadoes in Juneau in Mayville ⤵️ Pizza Ranch fundraiser is TODAY!

Teaching Tuesday: Myth: Life Insurance is only for older people. Fact: Life insurance can be beneficial at any age, especially if you have dependents or significant financial obligations. Getting life insurance when you're younger can also be more cost-effective. Let's get started!

Teaching Tuesday: Box Tops App Do you remember when you would have to cut the box top coupon, keep them and take them to school for your school to receive credit? I do! Did you know there is now an app for that?! It's SO easy! You download the app and find the school you want to support. Then, all you do is scan your receipt! That's it! It will tell you how much you have earned for your school! So easy! Note, you don't have to have a kiddo in school, you can do this to support the school of your choice. 😊

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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