Broker Check

Team

Jacob Schmidt

Director, Associate Branch Manager

(260) 424-4481

JASCHMIDT@rwbaird.com

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 advisor in 1981 and joined Baird in 2005. He is a Director and Chartered Wealth Advisor (CWA) and holds multiple licenses and industry designations. He has extensive experience in equity and bond portfolio management as well as wealth planning and risk management.

Today, Jake and his wife Dawn live in rural Whitley County and have three children, Daniel, Sarah and Matthew, and 4 grandchildren. Jake and Dawn are active at Emmanuel Lutheran Church Fort Wayne. Dawn teaches at the Parkview Huntington County Family YMCA and is the Literacy Coordinator at the Huntington City-Township Public Library. Jake's interests include outdoor activities and practicing the martial arts of Russian Systema and Filipino Kali.

Daniel Schmidt

Financial Advisor

(260) 424-4481

DARSCHMIDT@rwbaird.com

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 has earned the designation of an Accredited Asset Management Specialist (AAMS). He joined his dad at Baird in 2010 and continues the Schmidt Group’s 40-year tradition.

 

Daniel grew up in Whitley County and now lives in Fort Wayne with his wife, Stephanie and their two children. Daniel enjoys spending time with family, shooting sports, and playing men’s basketball leagues.

Matthew Schmidt

Financial Advisor

(260) 424-4481

MJSCHMIDT@rwbaird.com

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 Master of Business Administration from Cardinal Stritch University. Additionally, Matt holds Series 7 and 66 securities licenses as well as health and life insurance licenses. 

Matt joined his father and brother in 2014 to continue what his father started over 40 years ago. Matt dedicates his time navigating individuals and families to a clear destination through purpose driven conversations.

Matt enjoys being an uncle to his nieces and nephews. One of his favorite hobbies is fishing, especially fly fishing, as he is part of the Three Rivers Fly Fisherman Club in Fort Wayne. He spends time also playing basketball and working on his home in the Historic North Anthony Corridor neighborhood.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

Jen Taylor

Client Assistant

(260) 424-4481

JMTaylor@rwbaird.com

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 client-related servicing activities. Jen knows that people have a choice where they do business and she works closely with our clients to ensure our team provides the highest level of advice, planning, and service.

Jen was born and raised in Fort Wayne. She has been married to her husband Justin for 15 years and they have 3 children: Evan, Lucas, and Alayna. Jen is an avid Chicago Bears, Detroit Tigers and University of Michigan football fan. In her free time, she enjoys reading and spending time with her family.