Team
ABOUT OUR TEAM
Our team brings together an experienced group of high-quality individuals with diverse industry skill sets and a range of expertise. While investments remain the cornerstone of each relationship, we also help guide clients through important issues such as financial planning, estate planning, gifting, risk diversification, insurance reviews, and the complexities of Medicare. Our clients can always expect someone to answer the phone when they call - we consider it a privilege to serve and strive to put our clients first every day.
Jacob Schmidt
Director, Associate Branch Manager
Jake was raised on a dairy farm in rural Huntington County and graduated from Huntington North High School. He received his finance degree from Valparaiso University’s College of Business Administration, began his career as an...
Daniel Schmidt, AAMS®
Vice President, Financial Advisor
Daniel is an alumnus of Ball State University, where he graduated with a Bachelor’s degree in Financial Planning and Investments. He holds Series 7 and Series 66 securities licenses, as well as Life and Health insurance. He also...
Matthew Schmidt, CFP®, CPWA®
Financial Advisor
Matt is an alumnus of Ball State University, where he graduated with a bachelor’s in Finance. He continued his education at Northwestern University to earn the designation of CFP®. Rounding out his education he received his...
Jen Taylor
Client Assistant
Jen started her career in the securities business with Lincoln Financial Group in 2011 and joined Baird in 2014. As the Client Associate, she facilitates client-advisor communications and works proactively to monitor and complete...
Guiding you with confidence on your path to long-term financial stability.
OUR MISSION
To help clients achieve financial independence through tailored financial advice, superior service, and the high degree of integrity.