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Meet the Team

Kenneth P. Schmidt, JD, CFP®, CLU, ChFC

CERTIFIED FINANCIAL PLANNERâ„¢

(260) 469-3218

kschmidt@tobuildwealth.com

Ken Schmidt is the owner of Financial Planning Services (FPS), an investment advisor firm registered with the State of Indiana, which he founded in 1983. With 40 years of experience in the financial industry, Ken provides comprehensive financial planning services to clients of all ages and economic backgrounds striving to secure the financial future of every individual and family. Ken received his law degree from the University of Oregon (JD). Ken holds Series 7, 24, and 63 registrations as well as Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) professional designations. Ken also received a Master of Science in Financial Services (MSFS) and Chartered Financial Consultant (ChFC) designation from The American College.

Ken maintains and exceeds the minimum continuing education standards required to maintain his CFP and ChFC designations and is a member of the American, Indiana and Allen County Bar Associations, the Society of Financial Service Professionals, and the Financial Planning Association. Ken is a Registered Representative with Royal Alliance Associates, Inc., Member FINRA/SIPC, a registered broker-dealer.

Living in Fort Wayne since 1979, Ken has successfully raised two grown children with his wife, Robin, of 40 years. In his time away from the office, Ken enjoys hitting the ski slopes, training for half-marathons, and reading presidential biographies.

Jacob Schmidt, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(260) 469-3218

jschmidt@tobuildwealth.com

Jacob adds a youthful flair to the office.  His primary focus is to provide exceptional service to anyone who is looking for financial advice.  If you have any financial questions, do not hesitate to give Jacob a call.  He loves questions!

Jacob is a SmartVestor Pro with the Dave Ramsey network.  He strives to approach every client interaction with a teaching mentality.  If you are looking for an advisor and accountability partner to help walk you through paying off debt and planning for your financial future, give him a call.

Jacob graduated from Olivet Nazarene University with a degree in Actuarial Science and Economics/Finance and is currently pursuing a Masters of Science in Finance degree from Georgetown University.  He attained his CERTIFIED FINANCIAL PLANNER™ designation in 2015 and holds Series 7 and 66 licenses.

Jacob and his wife, Laura, live in Fort Wayne and are actively involved in their church.  Jacob enjoys practically any athletic activity, with a bias toward soccer and basketball.  He also is an avid board game player and musician.  Ask him about his latest board game, if you dare!

Raye Ann Jones*

Administrative Assistant

(260) 469-3218

rajones@tobuildwealth.com

Raye Ann Jones has been a part of FPS since 1999 when she entered the financial industry. Raye Ann is responsible for many of the daily tasks in the office including managing the appointment calendar, communicating with financial institutions, and troubleshooting any client requests or concerns that may arise. Raye Ann has the Life, Accident, and Health Insurance license for the state of Indiana and handles much of the insurance-related workload of FPS.

Raye Ann has grown up and lived in the Fort Wayne area her entire life. Outside of the office, she enjoys expanding her photography talents, tending to her garden, and teaching children on Wednesday nights at her local church.

*Not a registered representative of Royal Alliance Associates, Inc.

 

Noah Buehner*

Paraplanner

nbuehner@tobuildwealth.com

Noah joined FPS in 2018 as a paraplanner to the financial advisors.  Noah's primary role is setting up and maintaining investment accounts, handling money requests, and assisting with financial plans.  If you need money from your account, call Noah!  Due to experience with Scottrade and Edward Jones, along with the holding of Series 7 and 66 licenses, Noah is a perfect fit for the Financial Planning Services team.

Noah and his wife Renee, two boys, and dog Bella live in Auburn. Noah enjoys being in the kitchen, disc golfing, Michigan beaches, volunteering in various ways at his church, and a good cup of coffee.

*Not a registered representative of Royal Alliance Associates, Inc.

Cody Robinson

Paraplanner

crobinson@tobuildwealth.com

Cody joined the FPS team in 2019 as a paraplanner to the financial advisors. Cody's primary role is maintaining client information and assisting with financial plans. Cody graduated from Olivet Nazarene University with a degree in Economics/Finance, Accounting, and Business Administration and is currently working towards attaining his industry licenses.

Cody has grown up and lived in Fort Wayne his entire life. When Cody is not at work he enjoys reading, spending time with his family, volunteering at his church, and playing golf. 

*Not a registered representative of Royal Alliance Associates, Inc.