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 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...

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...

Brooke Wolverton

Brooke Wolverton, CFP® Associate wealth advisor Brooke joined JSA in May 2021 because she believes credible, financial advice should be accessible to anyone and that hard-earned money should be invested responsibly. As an Associate Advisor, she participates in client...

Dan Zawidowski

Dan Zawidowski Trading & Client Support Manager With nearly 20 years of experience in the wealth and asset management industry, Dan remains passionate and committed to helping clients manage their investment goals. Dan’s understanding of the industry, his...