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Katie Thomas

Paraplanner & Marketing Specialist

Katie joined Jacobson & Schmitt Advisors, LLC in September 2016. She is responsible for facilitating cash transfers and gifts, preparing financial reports, and coordinating the development of marketing content and client communication.

Katie is an alumna of the University of Wisconsin–Eau Claire and earned her bachelor’s degree in public relations with an emphasis on multimedia communication.

Passionate about social responsibility, the move to Jacobson & Schmitt Advisors was a natural fit.