Since 1986, John Schutz has helped prepare his clients for all of life’s challenges, including education funding, retirement planning, passing wealth on to the next generation, and business succession. He deeply believes in education, and since 1992 has educated hundreds of participants on life stage planning through his Outreach and Engagement classes at the University of Southern Indiana. He capitalizes on relationships with local professionals and Baird-based experts to achieve the best possible outcome for each individual situation, no matter how complex.

He graduated from the University of Southern Indiana in 1982. Since then, he has furthered his education, graduating from Wharton School of Business Securities Industry Institute in 1999.

John is very active supporting the University of Southern Indiana. He shares his time and talent to the USI Varsity Club, and is an avid fan of USI basketball. John also devotes his time and service to the USI Foundation Board of Directors, chairing the USI Foundation Finance committee. John is an active volunteer for the Ohio Valley Conference local organizing committee for conference tournaments in men's and women's basketball. 

He has been recognized as a ¹Forbes/SHOOK Research “Best in State Wealth Advisor” for Indiana ranking #1 in 2026, #1 in 2025, #10 in 2024, #14 in 2023, #11 in 2022, and #9 in 2021 and he has also been recognized as a ²Barron’s Top 1200 Ranked Advisor for Indiana ranking #9 in 2026, #10 in 2025, #12 in 2024, #14 in 2023, #10 in 2022, #14 in 2021, and a ³Financial Times 400 Top Financial Advisor in 2018. He is also a member of the Baird Chairman’s Club, which recognizes the top 5% of advisors within Baird and was recognized in March 2022 and 2023 as a Top 5 Financial Advisor nationally out of approximately 1,300 advisors nationwide. John was also a member of the Hilliard Lyons CEO Club for over 20 years, which recognized the top 3% of Financial Consultants within the firm.

John and his wife Cindy reside in Newburgh with their pets. In their free time, John and Cindy enjoy traveling, playing golf, and spending time with friends, family, and especially their granddaughter.

1 John L. Schutz was recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor. Publication as of  April 7, 2026; April 8, 2025; April 3, 2024; April 4, 2023; April 7, 2022; and February 11, 2021. Data as of June 30th the prior year. 

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David has been a Financial Advisor at Baird (formerly Hilliard Lyons) since 2013. He joined The John L Schutz Team in 2019 forming The Schutz Perigo Group of Baird. David helps clients build, protect, and eventually transfer wealth by providing guidance in areas such as investment management, financial planning, retirement income planning, estate planning, Social Security optimization strategies, and insurance. He and Felicia handle most of the financial planning activities for The Schutz Perigo Group.

Like John, David also believes deeply in the value of education, and has been teaching educational workshops around the tri-state area since 2014. He has been helping John teach Passport to Retirement and Social Security classes through the University of Southern Indiana’s Division of Outreach and Engagement since 2019.

Prior to joining Baird, David worked as an Analyst for Bank of America Merrill Lynch’s Investment Banking Group in Chicago. He is a graduate of Indiana University’s Kelley School of Business with bachelor’s degrees in both Finance and Accounting.

David has been recognized by ¹Forbes/SHOOK Research as a "Top Next-Gen Wealth Advisor Best In State" for Indiana ranking #25 in 2025, #23 in 2024, #26 in 2023. He is also a member of Baird's Executive's Club. David has previously served as member of the Board of Directors for SWIRCA & More, is a past member of the Board of Directors for Vanderburgh County Farm Bureau, and supports numerous other local charities and organizations via committees and volunteering. In addition to spending time with his family and friends, David enjoys traveling, playing golf, and supporting both IU and USI athletics.

1 David was recognized as a Forbes/SHOOK "Top Next-Gen Wealth Advisor Best In State". Publication as of August 6, 2025; August 8, 2024; August 8, 2023. Data as of March 31st of the prior year.

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Felicia has worked at Baird (formerly Hilliard Lyons) since 1992. She is a constant proven resource for clients, regardless of the need. Felicia helps clients build, protect and eventually transfer wealth by providing guidance in areas such as investment management, financial planning, retirement income planning, estate planning, annuity guidance and insurance. She excels at sharing her knowledge with clients to answer questions and explain even the most complex situations. 

Felicia and her husband Byron reside on the west side of Evansville and have two sons. Cody, the oldest, lives with his wife and daughter in California, while Devan lives here in Evansville. Felicia and Byron love camping, kayaking and traveling to see their granddaughter Nelli. 

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Justin joined The Schutz Perigo Group as a Financial Advisor Associate in 2025. 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™ certification. 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 and their two sons.

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Michelle joined the team in June of 2007. She was previously with Baird for 9 1/2 years. Originally from Southern Minnesota, Michelle graduated from Mankato State University in December of 1992 with a degree in English and Political Science. She works hand in hand with the team to make the client experience a great one. She assists clients with paperwork and fund requests, as well as many other service related issues, including research regarding account or security history and estate processing. She also has extensive experience with 529's and assisting clients with college planning.

After work, Michelle and her husband spend their time chasing after their two boys and all their sports activities. In addition, she spends many hours at Mater Dei High School volunteering in the concession stand. She also volunteers at St. Philip Catholic Church, and spends many hours volunteering at the Evansville Fall Festival. She and her family love to travel, mostly to beaches on islands. She also follows the IU Hoosiers basketball team along with her family. In a quiet moment, a good novel will catch her attention.

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Kim joined The Schutz Perigo Group in July of 2021. She started working in finance in 1987 and she has not left the industry since. She has had the opportunity to serve in many different investment roles throughout her career, making her a very well rounded source of knowledge having over 25 years of experience in wealth management. 

Kim grew up on the west side of Evansville, where she attended Reitz High School and a local University. She now lives in Darmstadt with her family, grandchildren, mini horses, cats, dogs and a variety of other pets. In her spare time, besides engaging in a variety of crafts, Kim loves being outside. She enjoys identifying plants, trees, snakes and insects (especially spiders) and teaching her grandchildren those same skills. She loves planting a garden full of hot peppers, heirloom tomatoes and a variety of flowers. She participates in fundraisers for Equine Protection and for several other animal charities annually. Her bucket list includes going out west and watching wild horses while they are still around. 

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Christina joined The Schutz Perigo Group in June of 2022. She graduated from USI in 2017 with a Bachelor of Science degree. Christina has worked in the financial industry locally since October of 2021. She is passionate about helping others and is excited to be part of a team that believes so strongly in educating their clients.

Christina and her husband spend most of their time with their two kids, either running around outside or playing games. When the fall comes around, they all love watching the Green Bay Packers play, while enjoying the company of extended family. In her spare time, Christina also enjoys photography, crafting and entertaining friends and family.

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Dylon joined Baird in May of 2024 where he began as an intern for the Evansville branch. During this time, Dylon worked closely with the Schutz Perigo Group and chose to extend his internship to further assist and learn from the group. He then received a Bachelors of Science in Finance from the University of Southern Indiana in the Spring of 2025. After graduation, Dylon became an official member of the Schutz Perigo Group. Dylon is passionate about helping others and has the goal of becoming a financial advisor. He enjoys traveling, spending time outdoors, meeting new people, reading, and learning new things. 

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