Our Team - Jacobson & Schmitt Advisors

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.

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

Angela Behm

Director of Client Experience & Operations Technology Lead

Brooke Wolverton

Paraplanner

Chris Johnson, CFP®, EA

Wealth Advisor

Dan Zawidowski

Trading & Client Support Manager

Erik Barker, CFP®

Associate Wealth Advisor

Haley Courter

Client Relations Specialist

Katie Thomas

Paraplanner & Marketing Specialist

Terri Van den Einde

Operations Manager

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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.

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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 always wanted to help grow an investment business with partners of integrity, intelligence, and initiative, and is grateful to have found that at Jacobson & Schmitt Advisors. The opportunity to invest using a long-term approach, to think and act as business owners, and then to share those outcomes alongside clients was a great fit.

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 client’s investment results. He most recently served as a Portfolio Manager at Madison Investment Advisors, co-managing $2 billion of client assets as part of the U.S. Equity Team. Adam is a Chartered Financial Analyst (CFA) Charterholder and earned his MBA specializing in investing from the University of Wisconsin-Madison.

Adam and his wife live in Fitchburg with their two children. He also serves as a board member of The Road Home, helping homeless children and their families to achieve affordable, stable housing. In his free time, Adam enjoys playing racquetball and tennis, fishing, and spending time with family and friends.

Angela Behm

Director of Client Experience & Operations Technology Lead

As Director of Client Experience & Operations Technology Lead for Jacobson & Schmitt Advisors, Angela is responsible for client servicing and wealth management reporting.

In her role, she creates and maintains client financial plans by collecting, organizing and continuously monitoring financial goals and data for all types of accounts. In addition, Angela oversees the operations department, ensuring the firm runs smoothly on all levels.

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 financial planning. Angela earned her bachelor’s degree in business administration from Edgewood College.

Brooke Wolverton

Paraplanner

Brooke joined JSA in May 2021 as a paraplanner because she believes credible, financial advice should be accessible regardless of net worth and that hard-earned money should be invested responsibly.

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

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

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Chris Johnson, CFP®, EA

Wealth Advisor

Chris’s emphasis is on helping clients navigate the challenges of and preparing for retirement. After spending four years in the traditional financial services industry, Chris 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.

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.

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.

Haley Courter

Client Relations Specialist

As the Client Relations Specialist, Haley 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 conscientiously supports our clients and community.

Haley earned a Theatre Arts degree from The University of Iowa in 2016. She recently moved back to the Midwest from New York City, where she worked as an office administrator for a private equity firm.

At home Haley enjoys arts and crafts, playing board games and D&D, and doting on her niece and nephew.

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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.

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.

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Our Purpose Driven Team

Expert Financial Advice from a Team That Cares

Jason Schmitt, CFP®, CPWA®

Richard Vanden Boogard, CFA

Adam Sweet, CFA, CFP®

Angela Behm

Brooke Wolverton

Chris Johnson, CFP®, EA

Dan Zawidowski

Erik Barker, CFP®

Haley Courter

Katie Thomas

Terri Van den Einde

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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

Angela Behm

Director of Client Experience & Operations Technology Lead

Brooke Wolverton

Paraplanner

Chris Johnson, CFP®, EA

Wealth Advisor

Dan Zawidowski

Trading & Client Support Manager

Erik Barker, CFP®

Associate Wealth Advisor

Haley Courter

Client Relations Specialist

Katie Thomas

Paraplanner & Marketing Specialist

Terri Van den Einde

Operations Manager