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