With more than 50 years of combined investment-industry experience and a shared passion for excellence, the members of the Elliott~Schmitt Group have guided investors through many market cycles with a unique long-term perspective and an unwavering commitment to helping clients reach their financial goals.
We know our existing clients appreciate our straight-talking, genuinely caring approach because most of our new clients are referred by existing clients or tax and legal professionals.
The trust each referral implies is incredibly important to us, and our entire team works hard to continue earning that trust every day.
“It is great to be an advisor when markets are going up and accounts are doing well; however, our proudest moments as financial advisors actually come when markets are down and our clients tell us they are still sleeping at night because they know their financial plans are still on track.”
Kent R. Elliott, CIMC®
“Our team has sought industry recognized designations because we believe the perspective that comes with them is valuable to our clients. However, we know one of the most valuable things we bring to client relationships is our experience guiding investors through the history-making economic environments of the past two decades.”
- Kent Elliott
Kent Elliott is a Managing Director and Financial Advisor with The Elliott Schmitt Group, a private wealth management team managing over a quarter of a billion dollars in client assets. A designated Certified Investment Management Consultant (CIMC®) and member of the Investment Management Consultant Association (IMCA®), Kent develops financial plans for a select group of wealthy individuals around the country and manages a dynamic investment process to help these plans succeed. He also collaborates with a network of specialists in every financial discipline – from banking, lending and trusts to high-level financial planning, insurance needs and advanced estate planning. His seasoned knowledge of asset allocation models and strong partnerships with top institutional money management companies worldwide have solidified Kent’s reputation as a trusted Financial Advisor since the onset of his career in 1991.
Since joining Baird in 2009, Kent has been recognized with several honors, including Baird’s Chairman’s Club and President’s Club memberships as well as the Top 10 Award for ranking in the top 10 percent of Baird’s Financial Advisors companywide. Prior to Kent’s career with Baird, he served as Senior Vice President for Wells Fargo and Managing Director with Wachovia Securities. He achieved the highest level of recognition at both firms as a member of their Concord Elite and Premier Advisors programs, respectively.
In 2019 & 2020, Kent was recognized in list of top the state of California as a FORBES Best In State Wealth Advisor. These prestigious financial advisors are comprised of firms from across the country and compiled by SHOOK Research. He has also earned third-party recognition as an elite financial advisor in Sacramento Magazine and Sacramento Business Journal on their “Five Star Wealth Managers ” and “Premier Advisors” lists, respectively, which rank the top advisors in local markets. He is regularly invited to share his experience and expertise at Sacramento-area colleges and universities as a featured lecturer.
A Sacramento-area resident since 1969, Kent graduated on the dean’s list with a bachelor’s degree in business finance from California State University, Sacramento.
In his youth, Kent was a nationally ranked extreme athlete in the now-Olympic sport of BMX (Bicycle Motocross). As a college student, Kent founded, owned and operated KRE Company, which manufactured and distributed fishing lures throughout northern California, Oregon, Washington and the East Coast. In his free time, Kent enjoys fishing, golfing and remains involved in the sport of BMX; however, his most prized time away from the office is spent with his wife, Diane, and their three sons, Jacob, Nickolas and Jackson.
California Insurance License #0A93009
Five Star Wealth Manager DISCLOSURE
Investment Management Consultants Association is the owner of the certification mark “CIMC®” and the service marks “Certified Investment Management ConsultantSM,” “Investment Management Consultants AssociationSM” and “IMCA®.” Use of CIMC® or Certified Investment Management ConsultantSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Matthew H. Schmitt, CIMA®, AWMA®
“Our team takes our qualifications and ongoing education very seriously, but some of our most valuable experience comes from years of listening to our clients articulate their goals and dreams and applying it to a successful financial plan.”
- Matt Schmitt
Matthew Schmitt, Director and Financial Advisor for The Elliott Schmitt Group, has been helping individuals, small businesses and corporations manage their wealth since 1996. He uses his extensive knowledge of investments and private wealth management to develop financial plans for a small group of wealthy individuals from around the country and helps ensure these plans stay on track through a dynamic investment process. Matt takes great pride in putting client interests first and providing exceptional personal service.
In 2007, Matt completed his Certified Investment Management AnalystSM (CIMA®) designation from the Investment Management Consultants Association through the University of Pennsylvania’s Wharton School of Business. This designation, with its membership and ongoing advanced education requirements, has been recognized as the only financial services credential in the United States to have met an international standard for personnel certification and earn accreditation by the American National Standards Institute. Matt also holds an ACCREDITED WEALTH MANAGEMENT ADVISOR (AWMA®) designation from the College for Financial Planning.
Prior to joining Baird, Matt distinguished himself within Wells Fargo by earning top Financial Consultant Associate honors two years in a row. He was also a 2004 recipient of the firm’s Circle of Excellence Award, which recognizes the firm’s leading financial advisors. Currently, Matt is part of a team that manages more than a quarter Billion in financial assets for high-net-worth individuals. Matt is also a member of Baird’s President's Club and has received third-party recognition in both Sacramento Magazine and Sacramento Business Journal by making their lists of “Five Star Wealth Managers” and “Premier Advisors,” respectively.
Matt holds a bachelor’s degree in finance from California State University, Long Beach, where he graduated on the dean’s list. He was also a high school football all-league wide receiver and recipient of the Dr. James Elliott Outstanding Three-Sport Athlete award in Placerville, California, in 1987. Matt lives in Granite Bay with his wife and two children and enjoys golfing, cycling and swimming with his family in his spare time.
CA License # 0C08060Five Star Wealth Manager DISCLOSURE
ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are service marks of the College for Financial Planning®. CIMA® is a registered certification mark and Certified Investment Management AnalystSM is a service mark of the Investment Management Consultants Association, Inc. and denotes the highest quality of standard and education for financial professionals.
Assistant Vice President, Senior Client Specialist
The Elliott Schmitt Group
Robert W. Baird & Co.
1400 Rocky Ridge Dr
Roseville, CA 95661
Diana started her career in the financial services industry in 1993 and leads the team’s support staff. She currently holds Series 6, 63, 65, 7, California Insurance License (#0E47060). Diana is usually the first point of contact with the team, and her extensive experience has enhanced her ability to serve clients with the utmost level of professionalism. She manages a range of client relationship services, from responding to simple account queries or requests to processing trades and handling complex client questions. Diana has two sons, Sean and Spencer. In her free time, she enjoys martial arts and is working toward her second degree-black belt.
The Elliott Schmitt Group
Robert W. Baird & Co.
1400 Rocky Ridge Dr
Roseville, CA 95661
Christine maintains our client database and handles all formal client communications for The Elliott-Schmitt Group. She also coordinates and confirms client appointments, events, and seminars and assists in accelerating the marketing and development for The Elliott-Schmitt Group. She currently holds her Series 7 and 66 licenses. Christine’s goal is to help The Elliott-Schmitt Group provide a higher level of client service which compliments the team’s consistent focus on keeping clients informed and educated about their accounts. Christine is a recent graduate of The University of Nevada, Reno with a double major in Finance and Economics. In her free time she enjoys the outdoors, especially walking her dogs around the nearby lakes and rivers.
Melissa joined Baird in 2016. She began her financial services career in 1990 with a division Dean Witter Reynolds, which later merged with Morgan Stanley. Melissa made the move to Wachovia Securities in 2005; Wachovia was purchased by Wells Fargo Advisors. She left Wells Fargo Advisors in July of 2015 in search of a firm that believed as strongly as she did about truly servicing and doing what is right for clients. Melissa is Series 7 and Series 63 licensed and Notary Public.
Melissa’s goal is to make our clients lives easier. She focuses on superior client service and relationship building. One of the many things Melissa has loved about her career over the years is connecting with multiple generations of the same family.
Melissa is active in her community and has embraced the Baird culture of giving back. She loves volunteering and helps coordinate our Baird Gives Back event each year.
Melissa lives in Northern California with her husband of 25 plus years and their two daughters. She enjoys family time & road trips. Her hobbies include cooking, camping, gardening.