Mary Schmidt

Relationship Manager


Mary is the first smiling face you see upon visiting our office. She is the reason for the fun, as she is the point person for all client events. Mary provides great value to our clients through her day-to-day administrative support of Eric, Steve, and our WealthCare Team.

Mary grew up in Carmel Indiana and attended the University of Dayton, she graduated from the University of Dayton with a Bachelor of Arts Degree in Communication. After graduation Mary moved back in Indianapolis where she is excited to be back in her hometown of Indiana!

While away from the office, Mary enjoys her summers with friends and family at the lake house in Wawasee. She can be found boating, traveling, and staying active.


  • Favorite food: Cheese
  • Favorite TV show: Law & Order SVU
  • Favorite holiday: 4th of July
  • Something on your bucket list: Mission Trip
  • Place you’d most like to visit: Bora Bora