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®

Jason Schmitt, CFP®, CPWA®

Lead Advisor, Managing Partner, Chief Financial Officer

Richard Vanden Boogard, CFA

Richard Vanden Boogard, CFA

Lead Advisor, Partner, Chief Investment Officer

Adam Sweet, CFA, CFP®

Adam Sweet, CFA, CFP®

Senior Portfolio Manager, Partner

Brooke Wolverton, CFP®

Brooke Wolverton, CFP®

Associate Wealth Advisor

Chris Johnson, CFP®, EA

Chris Johnson, CFP®, EA

Wealth Advisor

Erik Barker, CFP®

Erik Barker, CFP®

Associate Wealth Advisor

Katie Thomas

Katie Thomas

Paraplanner & Marketing Specialist

— Client Service Team —

Angela Behm

Angela Behm

Director of Client Experience & Operations Technology Lead

Dan Zawidowski

Dan Zawidowski

Trading & Client Support Manager

Haley Courter

Haley Courter

Operations & Client Communications

Nicole Goldstein

Nicole Goldstein

Client Relations Specialist

Terri Van den Einde

Terri Van den Einde

Operations Manager

why jsa

we are fiduciary and fee-only

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

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

we’re in this together

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

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

you hire our entire team

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

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