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. 

Robert Wathen II

Senior Vice President, Financial Advisor

(812) 428-5113

RWathen@rwbaird.com

Rob is a graduate of Western Kentucky University where he received his B.A. degree in Mass Communications and Speech. He is also a graduate of the Securities Industry Association Institute at Wharton Business School at the University...

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Scott Lobel

Senior Vice President, Financial Advisor

(812) 428-5178

SLobel@rwbaird.com

Scott earned his B.A. degree in Real Estate and Finance from Eastern Michigan University. From college, Scott went on to work in real estate acquisitions, dispositions, management and finance. He also held a sales and management...

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Eric Miller

Vice President, Financial Advisor

812-428-5120

812-428-8697

emiller@rwbaird.com

A lifelong resident of Evansville, Eric received his undergraduate degree in History and Political Science from Indiana University Bloomington in 1990.Eric understands that everyone’s circumstances are unique to them and those...

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Kim Schultz

Financial Advisor

812-428-5106

812-428-8697

ksschultz@rwbaird.com

Kim is a graduate of Purdue University where she received her B.S. degree in Accounting and joined Baird in 2018. Kim holds the Certified Public Accountant (CPA), Certified Divorce Financial Analyst (CDFA®) and the Chartered...

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Jill Pate

Senior Client Specialist

812-428-5101

812-428-8697

jpate@rwbaird.com

Jill joined Baird in November 1986 and is securities registered with her Series 7 and Series 63 licenses. In Jill’s role as a Senior Client Specialist, she wears multiple hats supporting The Wathen, Lobel, Miller, Schultz Group...

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Mary Decamps

Senior Client Specialist

(812) 428-5146

812-428-8697

MDecamps@rwbaird.com

Mary joined Baird in 2000 and works as our team's business manager as well as one of our team's administrative professionals. Mary holds her insurance license and is fully licensed with the Financial Industry Regulatory...

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Beth Vincek

Client Assistant

8124285119

812-428-8697

bvincek@rwbaird.com

Beth joined Baird in March 2022 and works as our team’s administrative professional. Beth is a graduate of University of Southern Indiana where she received her B.S. degree in Marketing. She is studying to obtain her Series 7...

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