by JSA_Team | Jul 15, 2025
Leah Halvorson Paraplanner Leah joined JSA as an intern the summer after her junior year at UW Madison. Throughout her internship experience, she quickly deepened her passion for financial planning. After earning her bachelor’s degree in Personal Finance in May 2025,...
by JSA_Team | Aug 28, 2024
Robin Tyler Client Relations Specialist Robin brings over 20 years of industry experience in Client Relations and back-office operations. She takes great pride in her role as the Client Relations Specialist with JSA and understands what it takes to provide clients...
by JSA_Team | May 15, 2024
Lucy Cuff, CFP® Associate Wealth Advisor Lucy joined JSA as an intern during her sophomore year at UW Madison. Throughout her internship experience, she enjoyed the balance of rigorous financial analysis and human connection the position offered. After graduating with...
by JSA_Team | Dec 19, 2023
Nicole Goldstein Client Relations Specialist As a Client Relations Specialist for Jacobson & Schmitt Advisors, Nicole prepares client paperwork and supports data maintenance in JSA systems. She also researches new technologies to improve the flow and efficiency...
by JSA_Team | Jul 7, 2023
Erik Barker, CFP® Associate Wealth Advisor Erik is an associate advisor at Jacobson & Schmitt Advisors. He joined the firm in 2023 after graduating from UW-Madison with a degree in financial planning. Erik is passionate about helping others and believes that...
