Broker Check
Jacob Schmidt, CFP®

Jacob Schmidt, CFP®


Jacob's 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 holds an Actuarial Science and Economics/Finance degree from Olivet Nazarene University as well as 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, basketball, and disc golf.  He also is an avid musician and board game player.  Ask him about his latest board game, if you dare!