Broker Check
Matthew Schmidt, CFP®

Matthew Schmidt, CFP®

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 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.

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.