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Frank & June

Frank & June – Achieving multi-generational goals I know we’re going to be OK, but what can I do to help my children and grandchildren? Are there better ways to help my family? Will these gifts promote laziness among our kids? Background When Frank and June...

Joe & Suzanne

Do I have enough money to retire? How will I get my money when the paycheck stops? Should my allocations change now that I’m going to retire? Will my spouse be OK? Background These were the questions Joe, a 68-year-old executive, and Suzanne, a 60-year-old...

Joe & Suzanne

Joe & Suzanne – Becoming Retirement Ready Do I have enough money to retire? How will I get my money when the paycheck stops? Should my allocations change now that I’m going to retire? Will my spouse be OK? Background These were the questions Joe, a...

Haley Courter

Haley Courter Client Relations Specialist As the Client Relations Specialist, Haley is here to ensure clients have an enjoyable and effortless experience with us every step of the way. She is responsible for scheduling client meetings, maintaining account records, and...

Terri Van den Einde

Terri Van den Einde Operations Manager Terri joined Jacobson & Schmitt Advisors in October 2021. She is passionate and committed to helping clients and understanding custodian processes. Since 2004 she has held roles in back-office operations and client services...