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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

Matti Ruff

Financial Planning Intern

Jason Schmitt

Lead Advisor, Managing Partner, Chief Financial Officer

Ryan Albright

Financial Planning Intern

Rich Boogard

Partner, Lead Advisor, Chief Investment Officer

Katie Thomas

Paraplanner & Marketing Specialist

Angela Behm

Director of Client Experience & Operations Technology Lead

Lucy Cuff

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 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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