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...

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Daniel Schmidt, AAMS®

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...

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Matthew Schmidt, CFP®

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...

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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...

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