Becoming Financially Bulletproof: What You Need to Know | Katie Schmid
Quotas, pressure, and fear: the "friends" nobody wants in their finances.
Presented by Katie Schmid, licensed financial advisor and educator
In five minutes, learn what traditional finance won’t tell you and get the facts to protect your money, your people, and become financially bulletproof.
About Katie Schmid
Katie Schmid is a licensed financial advisor and educator on a mission to make sure people don’t get outplayed by the rules of money. Through her personalized Financial Needs Analysis, she transforms overwhelm into opportunity, delivering practical tools and actionable strategies that create lasting financial peace.
A sought-after speaker, Katie has led seminars and workshops for businesses, universities, and women’s groups. Her presentations are equal parts energizing and empowering, blending financial literacy with real-life application. Whether you’re living paycheck to paycheck or earning six figures, she meets you where you are.
She’s part of the Basile Rowe team — locally owned and operated, with over $350 million in assets under management. Working with her means receiving fiduciary guidance and personalized strategies backed by the collective experience, resources, and insight of a deeply rooted local firm.
Committed to her community, Katie serves as Director of Membership for WBOC, volunteers with Clear Path for Veterans’ canine program and is a proud graduate of Leadership Greater Syracuse Class of 2025.
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