The Schwarz Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to Baird and remain central in our ability to earn the quality client partnerships and maintain the high standards that embody Baird's traditions.
David is Senior Vice President at Baird, bringing with him 30 years of industry experience. A life-long resident of the Columbus area, he was raised in Worthington. David is a graduate of Miami University with dual majors in Economics and Finance. After graduation he began his career at Fifth Third Bank where he gained experience in commercial credit & lending and corporate cash management. Before joining Baird he was employed with Morgan Stanley Smith Barney and Prudential Securities as a Financial Consultant.
Since joining Baird, David has consistently been awarded the distinction of being named a President's Club member. He is active in the community and serves on the board at Dublin Methodist Hospital and Local Matters.
David and his wife Sheri reside in Dublin with their two children Caroline and Howard Thomas. He enjoys spending time with his family, traveling and playing golf. He is a member of Jerome United Methodist Church and The Country Club at Muirfield.
Matt joined Baird as a Financial Advisor bringing with him over 10 years industry experience. Growing up in Kettering, Ohio he attended college on an athletic scholorship at Wright State University. While at Wright State he obtained his Bachelor of Science Degree in Business and was a four year starter on the baseball team.
After graduation Matt worked at Paychex, where he developed retirement plan solutions, focusing on small business owners. Before joining Baird, Matt was a Financial Consultant with Morgan Stanley Smith Barney where he partnered with David Schwarz to form The Schwarz Group. In 2007 & 2008 he was appointed to Morgan Stanley Smith Barney's Blue Chip Council for client service excellence.
Since 2015, Matt has consistently been awarded the distinction of being named to Baird's Executive Council.
Matt and his wife Annie reside in Galena with their three children Tyler, Drew and Audrey. He is a member of St. John Neumann Parish. Matt enjoys spending time with his family, traveling and coaching baseball.
Born and raised in North Royalton, Ohio, Michele is a graduate of The Ohio State University with a Bachelor of Arts Degree in Communication. Michele has been in the industry since 2006. Previous to joining Baird she was a Relationship Assistant with Morgan Stanley Smith Barney & UBS Financial.
Michele serves as our team manager, overseeing the day to day operations and procedures for the Schwarz Group with emphasis on client service.
Michele resides in Gahanna with her husband Kyle and their daughter, Adeline. She enjoys visiting with her family, traveling and wine.