by JSA_Team | Oct 18, 2022
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...
by JSA_Team | Oct 18, 2022
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 | Oct 17, 2022
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 | Oct 17, 2022
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 | Oct 17, 2022
Adam Sweet, CFA, CFP® Senior Portfolio Manager, Partner Adam is a CERTIFIED FINANCIAL PLANNER™ professional and holds the right to use the Chartered Financial Analyst® designation, which we believe are two of the most valuable designations in our profession. He also...
