At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and strive to provide exceptional service.
Envisioning retirement is your job. Helping you get there is ours. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k), SEP IRA, SIMPLE IRA), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.
In 2005, I joined Edward Jones as a financial advisor, opening the firm’s second branch office in Defiance. I earned a bachelor’s degree in finance from Bowling Green State University. I hold the AAMS™ professional designation through the College of Financial Planning. I am also Life and Health Insurance licensed.
In 2022, I qualified for the 10th consecutive year to attend the Edward Jones annual Managing Partner’s Conference, an honor reserved for the firm’s top 400 financial advisors. Additionally, I have twice been invited to attend the Barron's 100 Summit along with many of the most accomplished advisors in the financial field country wide.
My wife, Dawn, and I have three children: Kennedy, Sam and Eli. I am an active member of the Defiance Rotary Foundation and Defiance Area Foundation.
My senior branch office administrators, Linda and Kara, have 30 and 12 years of experience, respectively, and are dedicated to providing you with exceptional service. Please don’t hesitate to call on them with your questions.
You have purpose in life, and it is my number one goal to help you fulfil that purpose through the highly personalized services we provide. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
At your service,
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Office Address410 Fifth St
Defiance, OH 43512 opens in a new window
Phone NumberMatt Schmenk at (419) 782-1118
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
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