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

NOMINATE YOUR FAVORITE SERVICE ANIMAL! We want to shine the spotlight on a special service animal in our community! Dog, cat, bird, rabbit, reptile, whatever it may be! How to nominate: Send an email to [email protected] with the story of why you are nominating them. The more details the better! We will be accepting nominations from now until October 31st. We will announce the winner with a plaque presentation. The winner will also get to decide where we will send a donation in honor of them!

How many of you can relate to this picture when it comes to your savings? Do you ever feel like you just save for your retirement but don't truly understand where your money is? I used to be you. When I started my first job out of high school they handed me the paperwork for my retirement and said, "Here you go, fill it out. We can't help you with it, just pick something." I don't want anyone to feel that way. If you need help, or just have some questions, please let me know, I am happy to teach you! Some employers allow me to come in during lunch, and before or after shift. Let me know if you would like me to reach out to your employer!

Modern Woodmen members – If you suffered major damage due to Hurricane Helene, you may qualify for the Fraternal Aid Fund. This member program pays life insurance premiums for a limited period of time when there is a significant financial hardship due to a natural disaster. Contact me for more information.

Here is a sneak peek for Saturday!!! Our Pie in the Face contestants are Superintendent Mark DiStefano and District Attorney Andrea Will! The person who raises the most in their container will get a pie in the face :) Pictured are a few of the raffle items we will have. Before the game, after the national anthem the kids will get to "test" the bases. There are mid-inning games, food and fun! Join us for a fun filled day! Share with everyone you know! :)

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.
Insurance Lic : CA 4247878

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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