Specialties
About Me
I am a KC transplant but love calling Kansas my home.
After serving in an international religious order for over eight years and studying in Mexico, Spain, Italy, I finally transferred to Benedictine College in Atchison, KS to earn a teaching degree (and remember how to speak English!). I taught Spanish for the Archdiocese of Kansas City for two years while also serving on the team at Savior Pastoral Center. Eventually I joined Mission Matters Group and became a certified Salesforce.com admin and developer, consulting and implementing databases for nonprofits. After four fruitful years, I moved on to be the Director of Business Development for CD2 Learning in Overland Park, KS. For four years I helped grow the company's client base to over thirty dioceses and some 5,000+ churches and schools across the country. I have since joined forces with my father-in-law and brother-in-law to deliver quality financial guidance and planning for our clients. My wife, Emily, and I have four kiddos and a dog named Bosco.
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Interests & Hobbies
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Credentials
ChFC
Chartered Designations
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Disclosures
Jacob Schmitz is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, ID, KS, MN, MO, TX, and WA. No insurance business may be conducted outside the states referenced. Jacob Schmitz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 7101 College Blvd Ste 1400, Overland Park, KS, 66210, 913-661-7251. In this regard, this communication is strictly intended for individuals residing in the states of ID, KS, MO, NE, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Jacob Schmitz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of ID, KS, MO, NE, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.