Nicole Scher

Our Mater Filia team includes three full-time individuals. The first being, Nicole's Mother and business partner, Karen Dry Schmidt. The other two are her client service managers. Kate Larsen as her Associate Wealth Management Advisor, assisting clients on-boarding to the Northwestern Mutual Investment Services platform. The other is Stacy Nguyen, the office manager and Client Services Manager, assisting clients in onboarding their risk management products as well as billing and basic correspondence.  She has two part-time individuals assisting in the vast array of client account management and compliance related information.   

We have a fast-paced, client-friendly and hard-working office environment. Contagiously energetic, our team's philosophy is to take a holistic approach, working on insurance and investment needs drawing down on retirement income distribution, and/or replacing corporate paychecks to what we like to think of as “play” checks in retirement.