by JSA_Team | Nov 13, 2025
Katie Thomas Paraplanner & Marketing Specialist Katie started her career with a degree in public relations from UW-Eau Claire, wanting to work for a small company where she could make a difference and help them “get the word out” through brand messaging. She...
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...
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
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
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...
