The Schutz Perigo Group – Baird Private Wealth Management

05/29/2026

As our team has grown we decided we needed some new pictures for our website and social media. We even got a couple in our more casual Baird Trust wear! Here's a sneak peak of a few of our favorites!

05/20/2026

John, David, and Felicia just got back from Louisville where they had the opportunity to meet with Baird Trust leadership, portfolio managers, and trust officers who have been such incredible partners for our clients over the years!

John and David were asked to speak to other Baird financial advisors from around the country about how Baird Trust can help with investment management, trust services, estate settlement, and charitable giving. If you or your family would benefit from a discussion on any of those topics, please reach out to a member of our team and we’d be happy to have a conversation.

More information about Baird Trust can be found on our website at: https://schutzperigogroup.bairdwealth.com/baird-trust-b775c

04/30/2026

We were recently recognized by the Indiana 529 Advisor Savings Plan for our commitment to helping families plan, and save, for their educational goals.

529 plans can be a great way for parents and/or grandparents to save for future education expenses. It's a gift that can make a major impact in the lives of your loved ones!

Please reach out to any member of our team if you'd like to learn more about your options.

04/15/2026

We want to send a big congratulations to our very own John Schutz for once again being named the #1 wealth advisor in the state of Indiana by Forbes! This is John's second consecutive year at #1 in the rankings!

John's dedication to our clients and our community for nearly 40 years is what's earned him these awards. He's helped thousands of clients spanning several generations retire comfortably and remain comfortably retired.

Thank you to our clients who trust us to help manage your financial lives. If you are not a client of ours and would like to learn more about our team, please visit our website at https://schutzperigogroup.bairdwealth.com/

To learn more about this award visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

04/01/2026

Congratulations to John Schutz for once again being recognized by Barron’s as one of the top 10 financial advisors in Indiana for 2026.

Click here to view the full listing: https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1

To learn more about John and The Schutz Perigo Group of Baird please visit: https://schutzperigogroup.bairdwealth.com/

02/12/2026

Here’s a great new video about Baird Trust’s flagship investment strategy that we use for the vast majority of our clients. Other videos and resources can be found on our website or by reaching out to any member of our team.

Join Mark Nickel, President of Baird Trust, with Andy Means, CFA®, Director of Equity Investments, and John Watkins, CFA®, Equity Portfolio Manager, as they ...

12/23/2025

Please join us in welcoming Justin Soderlund, Financial Advisor Associate to The Schutz Perigo Group!

He began his financial services career in 2021 as a retirement specialist with German American Bank, where he worked with families to manage their personal wealth and provided advisory services for 401(k) and pension plans. While at German American, he co-founded the organization’s Financial Planning practice group. Justin holds the Certified Financial Planner™ (CFP®) designation. Before transitioning to financial services, Justin dedicated nine years to the nonprofit sector, serving as a fundraiser for Indiana University Athletics. In this role, he raised funds to support student-athlete scholarships and major capital projects. He earned three degrees from Indiana University: a BS in 2012, an MS in Finance in 2016, and an MBA in 2017.

Outside of work, Justin serves on the board of the Evansville Chapter of the IU Alumni Association. He enjoys playing golf, staying active, and spending time with his wife, Celia, and their two sons, Vincent and Calvin.

Justin also brings fresh ideas and tools to our team which allows us to continue expanding our value to clients in areas such as financial, tax, and estate planning.

Our group continues to grow rapidly. In 2025 alone, we have added nearly 100 new client households and over $100 million in client assets through November. Thank you to those of you who have referred your friends and family to our group in the past, and we welcome the opportunity to speak with anyone you refer to us in the future! We anticipate continuing to add more team members to be able to service this growth in the years to come.

11/12/2025

Our Fall 2025 Newsletter is now available!

Visit our website to view the latest edition https://schutzperigogroup.bairdwealth.com/newsletters

11/11/2025

Today, we honor the courage and sacrifice of all who have served. From all of us, thank you for your service.

09/01/2025

This Labor Day, we honor the dedication, resilience, and contributions of workers across every industry. It’s a time to reflect on the value of hard work and the people who drive progress in our communities and workplaces. To all the professionals who show up, support one another, and make a difference—thank you. Our office will be closed on Monday, September 1 in observance of Labor Day.