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®

Lead Advisor, Managing Partner, Chief Financial Officer

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.

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Richard Vanden Boogard, CFA

Lead Advisor, Partner, Chief Investment Officer

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.

 

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Angela Behm

Paraplanner

Angela Behm

Paraplanner

As Paraplanner for Jacobson & Schmitt, Angela is responsible for client servicing and wealth management reporting. In her role, she creates and maintains client financial plans by collecting, organizing and continuously monitoring financial goals and data for all types of accounts. In addition, Angela oversees the operations department, ensuring the firm runs smoothly on all levels. Prior to joining JSA in 2007, she held roles in marketing, information technology and wealth management at a local investment firm, where she discovered her passion for financial planning. Angela earned her bachelor’s degree in business administration from Edgewood College.

 

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Katie Thomas

Operations & Marketing Specialist

Katie Thomas

Operations & Marketing Specialist

Katie joined Jacobson & Schmitt Advisors, LLC in September 2016. She is responsible for processing and updating new and existing account files, preparing financial reports, assisting client needs, and marketing. Katie is an alumna of the University of Wisconsin–Eau Claire and earned her bachelor’s degree in public relations with an emphasis on multimedia communication. Passionate about social responsibility, the move to Jacobson & Schmitt Advisors was a natural fit.

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Chris Johnson, CFP®

Associate Advisor

Chris Johnson, CFP®

Associate Advisor

Chris’s emphasis is on helping clients navigate the challenges of and preparing for retirement. After spending four years in the traditional financial services industry, Chris felt that there had to be a better way to deliver financial advice. As he became familiar with JSA, it was clear he could work for a firm that allowed him to always place his clients interest before that of the firms. His passion for helping people achieve their financial goals through investing with efficiency and purpose is what drew Chris to JSA. Chris earned his Bachelor’s degree in Personal Finance from The University of Wisconsin-Madison.

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Millard Johnson, CPA

Director of Business Development

Millard Johnson, CPA

Director of Business Development

As Director of Business Development, Millard brings to JSA an “outsider’s view” and advises us on areas we can improve. Prior to joining our team, he served as Partner and Founder of Johnson Block and Company, Inc. Along with his team, Millard spent the last 30 years building Johnson Block and Company into a well-respected regional accounting and strategic consulting firm serving clients located throughout the country and internationally. He brings decades of experience in the areas of tax, business planning, and corporate strategy to our team. Millard has a Bachelor of Business Administration degree in both Accounting and Finance from The University of Wisconsin-Madison.

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Nikita Bartle

Operations Specialist

Nikita Bartle

Operations Specialist
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