Kenneth P. Schmidt, JD, CFP, CLU, ChFC
Certified Financial Planner


kschmidt@tobuildwealth.com 

Ken Schmidt is owner of Financial Planning Services (FPS), an investment advisor firm registered with the State of Indiana, which he founded in 1983. With 33 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 35 years. In his time away from the office, Ken enjoys hitting the ski slopes, training for half-marathons, and reading presidential biographies.

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Jacob Schmidt,  CFP


  jschmidt@tobuildwealth.com 

              Jacob is our newest advisor at Financial Planning Services.  He graduated from Olivet Nazarene University with  a degree in Actuarial Science and Economics and Finance.  He is responsible for identifying, analyzing, and addressing clients' needs in the areas of personal finance.  He also provides support for our investment and portfolio management. At home, Jacob likes playing board games, volunteering at church, and staying active with soccer and basketball.

 

 

Raye Anne Jones*


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 creating beautiful sound with her French horn as a member of her local churchs orchestra.

 

Dan Hopkins*


dhopkins@tobuildwealth.com 

               Dan is the newest member of FPS, joining in October of 2016. A recent graduate of Purdue University, he majored in Applied Statistics with a minor in Management. As a paraplanner, Dan prepares and files the paperwork to open new accounts, sets up financial and planning reports for clients, and assists with other behind-the-scenes office work. 

               Outside of the office, Dan enjoys playing volleyball, spending time with  his dog, and cheering on his sisters in their various team sports. 

 

 Rachel Forrest*


rforrest@tobuildwealth.com  

           Rachel Forrest joined FPS in October of 2014 as the Director of First Impressions. She graduated Magna Cum Laude from Mount Vernon Nazarene University with a BA in English and a minor in Psychology. Rachel's responsibilities include keeping all client information accurate and up to date, managing the company's social media and web pages, coordinating the setup of seminars and events, and arranging client meetings and phone calls.

           Rachel is married to Trevor, her husband of 6 years. Outside of work, Rachel enjoys reading, watching movies, writing short stories, and taking long walks with her dog.


 

 

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

Royal Alliance does not offer legal services.