About Connie Schneider

A graduate of the University of Missouri-Columbia, Connie started her career as a classroom teacher. After earning a master’s degree in Counseling, she changed her career path to financial services, joining AXA Advisors in 1987 and obtaining her Certified Financial Planner™ certification in 1990.  She earned her Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania in 2015.  Since then, she has earned numerous awards for guiding her clients to financial security, including:

  • Equitable Centurion Award
  • Distinguished Service Award
  • Hallmark II
  • Equitable Hall of Fame

Connie joined Evergreen Wealth Strategies as a Partner in January 2014. She enjoys helping people understand financial matters so that they can become independent, self-aware and confident: “I educate my clients and paint a comprehensive picture to help them better understand where they are today, and to help formulate personal financial goals for the future,” she says.

In her leisure time, Connie enjoys traveling and hiking with her husband, Ken. Together, they have visited all but one of the 59 National Parks.


Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.  Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Evergreen Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.