Our Team - Jacobson & Schmitt Advisors

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 FINANCIAL PLANNER™ and Certified Private Wealth Advisor® professional who provides financial planning services and investment advice to the firm’s clients.

Jason was director of business development for a local broker-dealer, where he focused on sales and marketing of the firm’s money management services. Before that, Jason worked for seven years at a Madison-based bank, including as an assistant vice president/branch manager. He holds a bachelor’s degree from North Dakota State University. Jason enjoys traveling with his family and is an avid outdoorsman.

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 clients’ helped “seal the deal.” Rich has devoted his life to helping others invest well in a complicated world and understanding biases we all face in making financial decisions.

Before joining JSA, he was a research analyst at a mutual fund company that did not allow its team to buy individual stocks – something he found a bit odd. His experience and training as an institutional investor lend a unique set of skills and viewpoints that adds to the uniqueness that JSA can offer its clients. Rich spent his early career in engineering, but not long into it he had an epiphany that he would be better off following his passion. That led him to earn an MBA from the University of Wisconsin’s Applied Security Analysis Program – a program with a long-standing reputation for producing successful investment professionals.

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 earned his MBA specializing in investing from the University of Wisconsin-Madison.

Adam followed his passion for investing after a career in engineering. The data-driven decision-making, analytical skills, and focus on process enhancement honed as an engineer have helped improve clients’ investment results.

Before joining JSA, Adam spent 12 years doing stock research, with his last position as a Portfolio Manager at Madison Investment Advisors, co-managing $2 billion of client assets as part of the U.S. Equity Team.

In his spare time, Adam co-teaches Finance 535 at UW-Madison. In this capstone course, undergraduate students learn and perform many practical skills necessary to research, analyze, and pitch equity securities.

Outside of investment research, he enjoys playing racquetball and tennis, fishing, and spending time with his wife and family.

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 meetings and helps create and update personalized financial plans – tailored to each client’s money mission. Brooke graduated from Utah Valley University in 2021 with a Bachelor of Science in Personal Financial Planning.

In her free time, she enjoys knitting, hiking, and camping.

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 financial plans that integrate tax strategies with JSA’s investment strategy to minimize tax liability and optimize wealth accumulation.

Chris joined JSA in 2018 after spending four years in the traditional financial services industry. He felt that there had to be a better way to deliver financial advice.

As he became familiar with JSA, it was clear he could work for a firm that allowed him to always place his clients’ interest before that of the firms. His passion for helping people achieve their financial goals through investing with efficiency and purpose is what drew Chris to JSA. Chris earned his bachelor’s degree in Personal Finance from The University of Wisconsin-Madison.

Erik Barker, CFP®

Associate Wealth Advisor

Erik is an associate advisor at Jacobson & Schmitt Advisors. He joined the firm in 2023 after graduating from UW-Madison with a degree in financial planning.

Erik is passionate about helping others and believes that financial planning can help families alleviate financial stress and improve their lives. He enjoys playing board games, golfing, snowboarding, fishing, and other outdoor activities.

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 landed at Jacobson & Schmitt Advisors in 2016 and quickly realized her interest in financial planning and how valuable (and helpful) it was to explain financial concepts to family and friends.

By framing the boring words “financial planning” as a journey we all take, Katie and the JSA team hope to help you stay motivated and take proactive steps toward giving your money a purpose or, as we say, giving your money a mission. She aims to make finance fun and help simplify life’s complexities one step at a time.

Lucy Cuff

Associate Wealth Advisor

Lucy joined JSA as an intern during her sophomore year at UW Madison. Throughout her internship experience, she enjoyed the balance of rigorous financial analysis and human connection the position offered.

After graduating with her bachelor’s degree in Personal Finance, she was excited to join JSA full-time as a Paraplanner, continuing her work with the team to solve clients’ toughest money questions.

Outside of work, Lucy enjoys traveling, weightlifting, and being outdoors.

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 teams to ensure clients receive the best experience with JSA by leveraging cutting-edge technology. She serves as an advocate for our clients, making sure all our teams align business goals with client needs.

Prior to joining JSA in 2007, she held roles in marketing, information technology and wealth management at a local investment firm, where she discovered her passion for creating relationships with clients and advocating for them. Angela earned her bachelor’s degree in business administration from Edgewood College.

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 familiarity with all back-office operations, and his knack for details help him develop and improve processes that promote efficiencies and ultimately enhance the client experience.

Dan earned his bachelor’s in finance from DePaul University in Chicago. He is originally from Chicopee, Massachusetts, and currently lives in Oconomowoc, Wisconsin. Dan enjoys the quiet of the outdoors and exploring nature–off the beaten trail.

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 sure clients have everything set up to suit their individual preferences and needs. She also helps produce blog posts, informative emails, and other communications that keep our clients educated and engaged in their financial lives.

After graduating from The University of Iowa in 2016, Haley spent a few years in New York City exploring theatre. She moved to Madison in 2021, and after becoming part of Jacobson & Schmitt Advisors, she knew this was where she wanted to put down roots and become part of the community.

Nicole Goldstein

Client Relations Specialist

As the Client Relations Specialist, Nicole is here to ensure clients have an enjoyable and effortless experience with us every step of the way. She is responsible for scheduling client meetings, maintaining account records, and managing our office needs. She is proud to be part of a company that is committed to supporting our clients and community.

Nicole graduated from Duquesne University, earning a B.S. in Education and a B.S. in Mathematics. She is from Pittsburgh, PA, and loves to visit often to see family, friends, and the beautiful city. Nicole enjoys spending time with her rescue dog, doing puzzles, watching movies, and working out.

Robin Tyler

Client Relations Specialist

Robin brings over 20 years of industry experience in Client Relations and back-office operations.

She takes great pride in her role as the Client Relations Specialist with JSA and understands what it takes to provide clients with a best-in-class experience. She is responsible for coordinating client meetings, managing internal office needs, and maintaining account records. She is fiercely loyal and excited to provide excellent service to current and future JSA clients.

In her spare time Robin loves to be with her grandchildren and enjoys to craft. She is committed to changing the industry for the better, and to creating the most positive impact possible on the lives of JSA clients and our community

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 at local investment firms.

At JSA, she is responsible for facilitating cash transfers and gifts, preparing financial reports, and aiding in in-house operations. She earned a Bachelor of Science in business marketing from the University of Phoenix.

Terri and her husband live in Cambridge with their two children. In her free time, she enjoys camping, gardening, dogs (she has two), and watching her kids play sports.

Our Purpose Driven Team

Expert Financial Advice from a Team That Cares

The driving force of our financial advisors is a passion for serving clients with purposeful financial planning, conscious investing, and thoughtful advice. Our advisors are personally and professionally enthusiastic about helping every one of our clients achieve their financial goals. With JSA, you’ll enjoy the financial strength of a large firm with the care of a personal services firm.

Financial Planning team

Jason Schmitt, CFP®, CPWA®

Lead Advisor, Managing Partner, Chief Financial Officer

Richard Vanden Boogard, CFA

Lead Advisor, Partner, Chief Investment Officer

Adam Sweet, CFA, CFP®

Senior Portfolio Manager, Partner

Brooke Wolverton, CFP®

Associate Wealth Advisor

Chris Johnson, CFP®, EA

Senior Wealth Advisor

Erik Barker, CFP®

Associate Wealth Advisor

Katie Thomas

Paraplanner & Marketing Specialist

Lucy Cuff

Associate Wealth Advisor

Client Service Team

Angela Behm

Director of Client Experience & Operations Technology Lead

Dan Zawidowski

Trading & Client Support Manager

Haley Courter

Operations & Client Communications

Nicole Goldstein

Client Relations Specialist

Robin Tyler

Client Relations Specialist

Terri Van den Einde

Operations Manager

Expert Financial Advice from a Team That Cares

Financial Planning team

Lead Advisor, Managing Partner, Chief Financial Officer

Jason Schmitt, CFP®, CPWA®

Lead Advisor, Partner, Chief Investment Officer

Richard Vanden Boogard, CFA

Senior Portfolio Manager, Partner

Adam Sweet, CFA, CFP®

Associate wealth advisor

Brooke Wolverton, CFP®

Wealth Advisor

Chris Johnson, CFP®, EA

Associate wealth advisor

Erik Barker, CFP®

Paraplanner & Marketing Specialist

Katie Thomas

Paraplanner

Lucy Cuff

Client Service Team

Director of Client Experience & Operations Technology Lead

Angela Behm

Trading & Client Support Manager

Dan Zawidowski

Operations & Client Communications

Haley Courter

Client Relations Specialist

Robin Tyler

Client Relations Specialist

Nicole Goldstein

Operations Manager

Terri Van den Einde

why jsa

we are fiduciary and fee-only

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We act in your best interest 100% of the time.

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Only our clients pay us (we don’t sell products).

we’re in this together

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We think and act as if your money is our own.

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Our Partners and Advisors own the same stocks as you and will endure losses and enjoy gains alongside you.

you hire our entire team

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We work together as a team, and you’ll get to know all our advisors.

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There are two advisors in your meetings to offer more experience and perspective.