The Wathen Lobel Miller Schultz Group
It all starts with a conversation.
Tailored Wealth Management
Your choice for Financial Services
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Explore all the benefits of having your finances in one plan.
We create strategies that are tailored to your goals.
Five Key Concepts for Financial Success
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest." - Benjamin Franklin
The Baird Evansville, IN, office recently won the Branch of the Year award and a donation to the charity of our choice. As a result of the Baird Foundation’s donation and many of our associates charitable contributions, we raised over $10,000 for the Juvenile Diabetes Research Foundation (JDRF) in the fight to find a cure for Type 1 Diabetes.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Senior Vice President, Financial Advisor
Vice President, Financial Advisor
Senior Client Specialist