by JSA_Team | Nov 13, 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 | Nov 13, 2025
Richard Vanden Boogard, CFA Lead Advisor, Partner, Chief Investment Officer Richard joined Jacobson & Schmitt because of its belief that it can serve investors in a responsible manner, and the advisors’ practice of investing in companies right alongside its...
by JSA_Team | Nov 13, 2025
Jason Schmitt, CFP®, CPWA® Lead Advisor, Managing Partner, Chief Financial Officer Jason is co-founder of Jacobson & Schmitt Advisors. Today, he serves on the investment committee helping determine portfolio direction and composition. Jason is a CERTIFIED...
by JSA_Team | Nov 13, 2025
Angela Behm Director of Client Experience & Operations Technology Lead As Director of Client Experience & Operations Technology Lead, Angela is responsible for improving client experiences and using technology to optimize efficiencies. In her role, she guides...
by JSA_Team | Nov 13, 2025
Chris Johnson, CFP®, EA Senior Wealth Advisor Chris is an advisor who holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Enrolled Agent (EA) designations. He focuses on helping clients navigate their unique tax situations. He specializes in developing comprehensive...
