Jacobson & Schmitt Advisors, LLC

Jason Schmitt is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Jacobson & Schmitt Advisors, LLC since 2005. He holds Series 63 and Series 65 licenses. Jacobson & Schmitt Advisors provides discretionary investment management, comprehensive financial planning, and wealth management services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured planning process and tax-aware decision making.

Richard Vanden Boogard is a CFA® charterholder with 13 years of industry experience. He has been with Jacobson & Schmitt Advisors, LLC since 2012. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, offering discretionary investment management and comprehensive financial planning. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured, tax-aware planning process.

Adam Sweet is a CFP® and CFA® with six years of industry experience, currently serving as an advisor at Jacobson & Schmitt Advisors, LLC since 2019. Prior to this, he worked for ten years at Madison Investment Advisors. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, comprehensive financial planning, and wealth management services. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured planning process with tax-aware decision making.

Leah Halvorson is a financial advisor at Jacobson & Schmitt Advisors, LLC with a Series 65 designation and industry experience beginning in 2024. Prior to joining the firm, she held positions at London Mutual Credit Union, the University of Wisconsin-Madison, Northstar Ford, and Wheel Fun Rentals. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and wealth management services. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured planning process with tax-aware decision making.

Christopher Johnson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Jacobson & Schmitt Advisors, LLC. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies. Jacobson & Schmitt Advisors provides discretionary investment management and comprehensive financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured planning process with tax-aware decision making.

Terri Van Den Einde is a financial advisor at Jacobson & Schmitt Advisors, LLC with a Series 65 designation and five years of industry experience. She previously worked at Thun Financial Advisors for seven years. Outside of her advisory role, she serves as a sewer administrator for the Village of Rockdale, Wisconsin. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, offering discretionary investment management and comprehensive financial planning. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes tax-aware decision making and client coordination.

Daniel Zawidowski is a financial advisor at Jacobson & Schmitt Advisors, LLC with 11 years of industry experience. He has held roles at Jacobson & Schmitt Advisors since 2021, following five years at SJA Financial Advisory, LLC and three years at Barrington Strategic Wealth Management Group. He holds Series 63 and Series 65 licenses. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, comprehensive financial planning, and fiduciary services. The firm’s investment approach emphasizes a global, all-cap equity model combined with bond allocations and a long-term fundamental analysis process, incorporating a structured planning process and tax-aware decision making.

Brooke Wolverton is a financial advisor at Jacobson & Schmitt Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Utah Valley University and DoTerra. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and wealth management services. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured planning process and tax-aware decision making.

Erik Barker is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Jacobson & Schmitt Advisors, LLC since 2023 and previously at T. Anton Investment House, Inc. from 2018 to 2023. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, and wealth management services. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured planning process with tax-aware decision making.

Kathryn Schaller is a financial advisor at Jacobson & Schmitt Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Jacobson & Schmitt Advisors since 2016. Prior to that, she worked at the University of Wisconsin-Eau Claire. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations by providing discretionary investment management, comprehensive financial planning, and fiduciary services. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured planning process and tax-aware decision making.

Angela Behm is a financial advisor at Jacobson & Schmitt Advisors, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2008. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, and wealth management services. The firm employs a global, all-cap equity investment approach combined with bond allocations and a long-term fundamental analysis process.

Lucy Cuff is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Jacobson & Schmitt Advisors, LLC with two years of industry experience. Prior to her advisory role, she was a full-time student for eleven years. She is a member of the Women's Initiative Committee at the National Association of Personal Financial Advisors, where she contributes to efforts to increase women's involvement in financial advising. Jacobson & Schmitt Advisors serves individuals, trusts, estates, retirement plans, and charitable organizations, providing discretionary investment management, comprehensive financial planning, and wealth management services. The firm employs a global, all-cap equity investment approach combined with bond allocations and emphasizes a structured, tax-aware planning process.