My Profile

“My 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 at Baird, 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 and his assistants help manage over one hundred and forty million in financial assets for high-net-worth individuals and companies. 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's son is on the fencing team at Columbia University and is a 3 time Men's Sabre National Champion. Matt lives in on a 20 acre farm in Lincoln, Ca. with his wife April and enjoys golfing, working outside and swimming with his family in his spare time.

CA License # 0C08060

Five 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.

Diana Sanchez

Assistant Vice President Senior Client Specialist

Diana started her career in the financial services industry in 1993 and leads the team’s operations. Her licenses include Series 6, 63, 65, 7, California Insurance as well as Notary Public. Diana has worked alongside Matt Schmitt since 1997 servicing valued clients with utmost level of professionalism. She manages a range of client relationship services, from responding to simple account queries to processing trades and handling complex transactions. Diana’s attention to detail and commitment to excellence has carried over as a Blackbelt Taekwondo where she trained alongside her two sons Sean and Spencer. In her free time today, she enjoys camping, hiking and trail running from marathons, 50k’s to 50-mile distances. When not training, she is volunteering and giving back to the running community.

Christine Congdon

Senior Client Specialist

Christine has been working in the financial industry since 2013 and holds her Series 7 and 66 licenses. Her genuine care for clients and commitment to their satisfaction over the years has allowed her team to be recognized on more than one occasion as one of the most influential teams at Baird. Christine organizes all formal client communications, coordinates client appointments, updates client financial plans and reviews. She also assists in coordinating events, seminars, and works on the marketing and development of new client relationships. She is a graduate of The University of Nevada, Reno with a double major in Finance and Economics and her work ethic and discipline carry over from the dedication that was required to obtain a first degree black belt in Taekwondo. In her spare time, she enjoys being outdoors with her husband Clint and their two daughters.

Melissa Reynolds

Assistant Vice President Senior Client Specialist

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.  After 15 years Melissa made the move to Wachovia Securities.  Wachovia was later purchased by Wells Fargo Advisors.  While at Wells Fargo Advisors she earned the distinguished service professional award. After almost 10 years she left Wells Fargo Advisors in search of a firm that believed as strongly as she did about truly servicing and doing what is right for the client.  Melissa found that in Baird. 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 almost 30 years and their two daughters. She enjoys family time & road trips. Her hobbies include gardening, cooking and camping.

BAIRD HIGHLIGHTS

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