Jake Schmidt, CFP®
Senior Financial Planner
Jake Schmidt is a Midwest native who has called Charlotte, NC home since 2013. He studied anthropology and psychology at Ball State University and later pursued nursing at the University of Louisville before finding a different path. Jake earned his CFP designation in 2021 and worked as a financial advisor at Vanguard until 2025.
With a lifelong passion for helping others, Jake channels his energy into both his professional and personal life. Outside of work, he volunteers and enjoys woodworking, playing music, cooking, and going to concerts. He is a devoted husband and father of two.
Education: Ball State University, B.S.
"The miracle of gratitude is that it shifts your perception to such an extent that it changes the world you see."- Dr. Robert Holden
Get to know Joelle
We like to have fun around the holidays
Edible art
Creating is my happy place
If you could have any skill in the world, what would it be?
To speak all languages. I find people and cultures fascinating, and would love to have no barriers to feed my curiosity.
What are you passionate about?
Creating. Whether its music, woodworking projects, or food dishes, I love making things.
What book, movie, music, etc. changed your outlook on life?
Slaughterhouse 5 by Kurt Vonnegut
What is the best piece of advice you were ever given?
Live in an attitude of gratitude. If we are always focusing on what we don’t have, how can we ever feel like we have enough? We should count our blessings, but also make our blessings count.