Haley Courter

Operations & Client Communications

Haley is proud to be part of a team that is passionate about improving people’s lives. In Operations and Client Communications, Haley works with clients and our custodians to open and maintain accounts, and makes sure clients have everything set up to suit their individual preferences and needs. She also helps produce blog posts, informative emails, and other communications that keep our clients educated and engaged in their financial lives.   

After graduating from The University of Iowa in 2016, Haley spent a few years in New York City exploring theatre. She moved to Madison in 2021, and after becoming part of Jacobson & Schmitt Advisors, she knew this was where she wanted to put down roots and become part of the community.