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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®

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

Angela Behm

Angela Behm

Director of Client Experience & Operations Technology Lead

Chris Johnson, CFP®, EA

Chris Johnson, CFP®, EA

Wealth Advisor

Katie Thomas

Katie Thomas

Paraplanner & Marketing Specialist

Nikita Bartle

Nikita Bartle

Operations Specialist

Dan Zawidowski

Dan Zawidowski

Trading & Client Support Manager

Brooke Wolverton

Brooke Wolverton

Paraplanner

Terri Van den Einde

Terri Van den Einde

Operations Manager

Haley Courter

Haley Courter

Client Relations Specialist