Katie Thomas
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Katie Thomas Email & Phone Number

Paraplanner and Marketing Specialist at Jacobson & Schmitt Advisors
Location: Madison, Wisconsin, United States 5 work roles 1 school
1 work email found @jandsadvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@jandsadvisors.com
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Current company
Role
Paraplanner and Marketing Specialist
Location
Madison, Wisconsin, United States
Company size

Who is Katie Thomas? Overview

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Quick answer

Katie Thomas is listed as Paraplanner and Marketing Specialist at Jacobson & Schmitt Advisors, a company with 15 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at jandsadvisors.com and a matched LinkedIn profile for Katie Thomas.

Katie Thomas previously worked as Paraplanner & Marketing Specialist at Jacobson & Schmitt Advisors and Operations & Marketing Specialist at Jacobson & Schmitt Advisors. Katie Thomas holds Bachelor Of Arts (B.A.), Public Relations from University Of Wisconsin-Eau Claire.

Company email context

Email format at Jacobson & Schmitt Advisors

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{first}.{last}@jandsadvisors.com
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AeroLeads found 1 current-domain work email signal for Katie Thomas. Compare company email patterns before reaching out.

Profile bio

About Katie Thomas

I currently serve as Paraplanner & Marketing Specialist for Jacobson & Schmitt Advisors (JSA), a registered Investment Advisor located in Madison, Wisconsin. Passionate about social responsibility, the move to Jacobson & Schmitt Advisors was a natural fit. At JSA we strive to have a positive impact in your life through our purposeful financial planning services, conscious investment guidance, and thoughtful adviceI am a proud alumna from the University of Wisconsin–Eau Claire with a BA in Public Relations and a minor in Multimedia Communication.

Listed skills include Public Speaking, Strategic Planning And Development, Cross Functional Team Leadership, Training, and 15 others.

Current workplace

Katie Thomas's current company

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Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Paraplanner and Marketing Specialist
Madison, WI, US
Employees
15
AeroLeads page
5 roles

Katie Thomas work experience

A career timeline built from the work history available for this profile.

Operations & Marketing Specialist

Current

8333 Greenway Blvd., Suite 330, Middleton, WI 53562

Jacobson & Schmitt Advisors, LLC is a Registered Investment Adviser with the Securities and Exchange Commission, providing asset management and financial planning services for individual investors.

Sep 2016 - Present

Advertising Associate

Protégé Public Relations

Created a blog for Public Relations Student Society of America and helped update Facebook page.

Sep 2015 - Dec 2015

Marketing Internship

Madison, Wisconsin Area

Yahara Software is a custom software development firm and Microsoft Gold Partner that supports companies and their product teams in the design, development, and launch of their software.

Jun 2014 - Aug 2014
Team & coworkers

Colleagues at Jacobson & Schmitt Advisors

Other employees you can reach at jandsadvisors.com. View company contacts for 15 employees →

1 education record

Katie Thomas education

FAQ

Frequently asked questions about Katie Thomas

Quick answers generated from the profile data available on this page.

What company does Katie Thomas work for?

Katie Thomas works for Jacobson & Schmitt Advisors.

What is Katie Thomas's role at Jacobson & Schmitt Advisors?

Katie Thomas is listed as Paraplanner and Marketing Specialist at Jacobson & Schmitt Advisors.

What is Katie Thomas's email address?

AeroLeads has found 1 work email signal at @jandsadvisors.com for Katie Thomas at Jacobson & Schmitt Advisors.

Where is Katie Thomas based?

Katie Thomas is based in Madison, Wisconsin, United States while working with Jacobson & Schmitt Advisors.

What companies has Katie Thomas worked for?

Katie Thomas has worked for Jacobson & Schmitt Advisors, Protégé Public Relations, and Yahara Software.

Who are Katie Thomas's colleagues at Jacobson & Schmitt Advisors?

Katie Thomas's colleagues at Jacobson & Schmitt Advisors include Angela Behm, Christopher Johnson, Cfp®, Ea, Erik Barker, Cfp®, Lucy Cuff, and Nicole G..

How can I contact Katie Thomas?

You can use AeroLeads to view verified contact signals for Katie Thomas at Jacobson & Schmitt Advisors, including work email, phone, and LinkedIn data when available.

What schools did Katie Thomas attend?

Katie Thomas holds Bachelor Of Arts (B.A.), Public Relations from University Of Wisconsin-Eau Claire.

What skills is Katie Thomas known for?

Katie Thomas is listed with skills including Public Speaking, Strategic Planning And Development, Cross Functional Team Leadership, Training, Project Planning, Adobe Creative Suite, Press Releases, and Technical Writing.

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