Our Team

M. Allen Jacobson, Ph. D., Principal - heads the firm's investment committee which is responsible for stock selection and portfolio direction. He founded Jacobson & Schmitt Advisors, LLC, a Registered Investment Adviser, with Jason Schmitt in 2006. Previously, Allen founded Buttonwood Partners, Inc., a registered broker/dealer and investment adviser, with four partners in 1990. Prior to Buttonwood, he was a Registered Representative with The Milwaukee Company from 1980 and with E.F. Hutton from 1976. He co-authored Stock Options Strategies in 1976, the leading stock options book at the time. He has spoken and written extensively on socially responsible investing and other investment topics.

Prior to entering the investment business, Allen was a business economist for two large, multi-national companies. It was there he began to develop his stock analysis abilities. As a member of an acquisition team, he examined financial reports and interviewed management in order to appraise the company's value and determine an offer price.

Allen earned a B.S. degree from the University of Minnesota and a Ph.D. in Agricultural Economics from Purdue University.

He enjoys sailing his trimaran on the Great Lakes and competing in sailboat races.

Jason N. Schmitt, CFP®, Principal, serves on the investment committee and has responsibility monitoring Client portfolio allocations for consistency with their investment objective. He and Allen founded Jacobson & Schmitt Advisors, LLC, (JSA) a registered investment adviser, in 2006.  Jason is a CERTIFIED FINANCIAL PLANNER^TM Professional, who provides financial planning service to the firm's clients.  In 2004, prior to establishing JSA, Jason was director of business development for Buttonwood Partners, Inc., focused on sales and marketing of the firm's money management services.

Jason spent seven years with a Madison-based bank, reaching the level of assistant vice president/branch manager. He holds a bachelor's degree from North Dakota State University.

In his spare time he enjoys traveling with his wife and is an avid outdoorsman. 

Angela Behm, Operations Administrator, is responsible for client servicing, custodial relationships, marketing and performance reporting. Angela joined Jacobson & Schmitt Advisors, LLC in 2007. Before joining JSA, she worked at a local investment firm for over nine years, in the marketing, information technology and wealth management departments.  She earned her bachelor's degree in business administration from Edgewood College.

Angela enjoys shopping, making jewelry and spending time with her family.