Team Testing - Jacobson & Schmitt Advisors

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.

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.

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.