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 —

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

— 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

Nicole Goldstein

Operations Manager

Terri Van den Einde

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.