Christina Schmitz

In 2017, I stepped through the door of Tiell Financial Group, and changed my life. Prior to this, I spent several years at Firelands Counseling & Recovery Services and over 5 years in the banking industry. My focus has always been on customer service, which has led me to where I am today. My position as a Paraplanner allows me to complete tasks for the advisors, which provides them with more time to focus on our clients. I help with: taking notes in a meeting, researching products, building individual retirement software for clients, requesting investment proposals, or simply scheduling a client.

I obtained my Ohio Insurance License in August of 2018 and completed my Paraplanner Certification in September of 2021. I am also a notary public. I look to add to my education in the future and continue to educate myself as the industry changes.

When I’m not in the office, you will likely find my husband and I at a high school cross country or track meet, cheering on our kids. Or you may see us walking our dogs in the park.

I can help you:

• Review new account documents
• Review retirement software
• Answer general questions about your recent meeting

My Qualifications:

• 2021 Paraplanner Certification
• Ohio Insurance License
• Notary Public

Christina is not registered with Woodbury Financial Services, Inc.