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Leah Schmid, CPA, CFP®

Wealth Manager
Leah serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Leah offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she served as a senior financial advisor at a national investment advisory firm, where she was involved in financial plan creation and execution, investment research, portfolio construction and investment management. Leah received her Master of Accountancy degree in taxation from the University of Wisconsin-Madison. Leah is a CPA licensed in the state of Wisconsin and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Leah and her husband, Stefan, enjoy traveling, hosting parties and cooking elaborate multi-course meals. They spend the rest of their free time exploring the great outdoors with family and friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021