Broker Check

Our Team

Who We Are

The Wathen Lobel Miller Schultz Group is a private wealth management practice with over 100 years combined experience. Our team takes a comprehensive approach to wealth management, combining our experience and the vast, specialized resources of Baird to address all aspects of your financial life, extending far beyond investments. The Wathen Lobel Miller Schultz Group can help guide you through an extensive and personalized wealth management experience. With highly-specialized professionals in-house and an accessible network of experts at Baird, we continuously work to ensure the advice we deliver is well-researched and meets your unique needs and goals.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

 Robert  Wathen II

Robert Wathen II

Senior Vice President, Financial Advisor

812-428-5113

812-428-8697

Scott  Lobel

Scott Lobel

Senior Vice President, Financial Advisor

812-428-5178

812-428-8697

 Eric  Miller

Eric Miller

Vice President, Financial Advisor

812-428-5120

812-428-8697

 Jill  Pate

Jill Pate

Senior Client Specialist

812-428-5101

812-428-8697

 Mary  Decamps

Mary Decamps

Senior Client Specialist

812-428-5146

812-428-8697

 Beth  Vincek

Beth Vincek

Client Assistant

812-428-5119

812-428-8697