by JSA_Team | Nov 13, 2025
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...
by JSA_Team | Nov 13, 2025
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...
by JSA_Team | Nov 13, 2025
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...
by JSA_Team | Nov 13, 2025
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...
