Molly Cooper is a CFP® professional with 12 years of industry experience, currently serving at Higgins & Schmidt Wealth Strategies LLC in Denver, CO. Her career includes roles at Raymond James Financial Services and LPL Financial. She is also licensed as an investment-related insurance agent. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm manages approximately $279 million in assets and employs modern portfolio theory across various asset classes, utilizing long-term, margin, and options strategies.

Allison Schmidt is a CFP® with 17 years of industry experience, currently serving at Higgins & Schmidt Wealth Strategies LLC. She has worked at LPL Financial since 2017 and was previously with Raymond James Financial Services from 2010 to 2017. Schmidt is involved in managing a real-estate holding company as an additional business activity. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm emphasizes long-term trading and asset allocation based on modern portfolio theory, utilizing a range of investment products including mutual funds, equities, fixed income, ETFs, and structured products.

Steven Higgins is a CFP® with 20 years of experience in the financial industry. He is a principal at Higgins & Schmidt Wealth Strategies LLC, where he has worked since 2010. Prior to that, he held roles at Raymond James Financial Services Advisors and LPL Financial. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm emphasizes tailored asset allocation and ongoing portfolio monitoring based on each client’s Investment Policy Statement and applies modern portfolio theory within a range of investment vehicles.

Laura Schmidt is a financial advisor at Higgins & Schmidt Wealth Strategies LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at TGRP Solutions, Band-It IDEX, Envestnet, Inc., and RSM US LLP. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses modern portfolio theory to construct portfolios and manages assets through mutual funds, ETFs, equities, fixed income, structured products, and separately managed accounts.