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Jacob Schmidt, CFP®

Jacob Schmidt, CFP®

Advisor

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 contact Jacob.  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 Jacob a call. 

Jacob graduated from Olivet Nazarene University with a degree in Actuarial Science and Economics/Finance and recently completed 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!