Angela Behm
Director of Client Experience & Operations Technology Lead
As Director of Client Experience & Operations Technology Lead for Jacobson & Schmitt Advisors, Angela is responsible for client servicing and wealth management reporting.
In her role, she creates and maintains client financial plans by collecting, organizing and continuously monitoring financial goals and data for all types of accounts. In addition, Angela oversees the operations department, ensuring the firm runs smoothly on all levels.
Prior to joining JSA in 2007, she held roles in marketing, information technology and wealth management at a local investment firm, where she discovered her passion for financial planning. Angela earned her bachelor’s degree in business administration from Edgewood College.