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Katie Thomas

Paraplanner & Marketing Specialist at Jacobson & Schmitt Advisors

  • LinkedIn

I currently serve as Paraplanner & Marketing Specialist for Jacobson & Schmitt Advisors (JSA), a registered Investment Advisor located in Madison, Wisconsin. Passionate about social respo...

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JACOBSON & SCHMITT ADVISORS

JACOBSON & SCHMITT ADVISORS

  • description Description
    At Jacobson & Schmitt Advisors, we strive to have a positive impact in your life by acting as trusted advisors to deliver purposeful financial planning services, conscious investment guidance...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Jacobson & Schmitt Advisors Org Chart and Mapping

Employees

Rich Boogard

Partner, Lead Advisor, Chief Investment Officer

Jason Schmitt

Lead Advisor, Managing Partner, Chief Financial Officer

Katie Thomas

Paraplanner & Marketing Specialist

Matti Ruff

Financial Planning Intern

Angela Behm

Director of Client Experience & Operations Technology Lead

Lucy Cuff

Financial Planning Intern

Ryan Albright

Financial Planning Intern

Frequently Asked Questions Regarding Katie Thomas

Answer: Katie Thomas works for Jacobson & Schmitt Advisors as Paraplanner & Marketing Specialist

Answer: Katie Thomas’s role in Jacobson & Schmitt Advisors is Paraplanner & Marketing Specialist

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Answer: Katie Thomas works in the industry of: Financial Services

Answer: Katie Thomas is the current Paraplanner & Marketing Specialist at Jacobson & Schmitt Advisors.... Read More

Answer: Katie Thomas works Jacobson & Schmitt Advisors located at 8333 Greenway BLVD, Middleton, Wisconsin, 53562, United States

Answer: Jacobson & Schmitt Advisors's Paraplanner & Marketing Specialist is Katie Thomas

Answer: Katie Thomas contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@jandsadvisors.com

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