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