JFS WEALTH ADVISORS - Key Persons
Aaron K. Dayton, CFP® is a Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.
As Wealth Advisor, Adam works with clients to develop, implement and monitor tailored financial and legacy planning. He enjoys building relationships with his clients and helping them to learn and understand their financial goals.
Prior to joining JFS Wealth Advisors, Adam worked as Assistant Vice President and Estate Settlement Advisor with PNC Private Bank where he served as the main point of contact for all parties through the estate settlement process. Adam earned a B.S.B.A in Marketing from Robert Morris University (PA) and a J.D from Elon University School of Law (NC). In 2022 he completed an LL.M, in Taxation from Villanova University (PA).
An active member within his community, Adam serves on the Board of the West Shore Young Professionals and the Estate Planning Council of Central PA and is a member of the Mechanicsburg North Rotary Club. He enjoys traveling, spending time with family and friends, and working towards his fitness goals.
Adam Etzel, J.D., LL.M. is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.
Job Titles:
- Executive Assistant, Client Relationship Specialist
Alicia M. Umbel is an Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.
As Executive Assistant to the President of Advisory Services, Alicia is responsible for scheduling internal and external meetings, prioritizing tasks, and providing administrative support for all wealth management service teams. She also serves as Client Relationship Specialist where she works closely with clients, processing requests such as deposits, distributions, new account applications and account transfers.
Alicia joined JFS Wealth Advisors in January 2016, bringing 11 years of financial industry experience. During her career, Alicia has gained knowledge and experience in various areas, including cash flow management, bookkeeping and portfolio administration.
Alicia resides in the Youngstown-Warren metropolitan area with her daughter. When she is not working, Alicia enjoys spending time with her friends, hikes in the park, visiting wineries, playing her piano, and experiencing new adventures.
Job Titles:
- Accounting Analyst
- Firm Administration
Allyson joined JFS as an intern in 2022 before accepting a full-time position as an Accounting Analyst. Her role is diverse, including such tasks as data entry, client billing, audits, reporting, budgeting, due diligence, and more. Allyson's ability to plan ahead, stay organized, and pay keen attention to detail makes her an essential member of the accounting department and the JFS team.
Allyson earned her bachelor's degree in Accounting and Business Management from Thiel College (PA) and graduated Cum Laude in 2023. Her time in college and prior work experience gave her an excellent understanding of how to use her skills and knowledge to assist fellow employees and clients.
Outside of work, Allyson enjoys spending time with family. She played softball in high school, began umpiring in college, and now coaches an under 12 girls team alongside her family members. She values a healthy work-life balance, which her impressive time management skills allow.
Allyson Kimble is an Accounting Analyst for JFS Wealth Advisors, based out of our Hermitage office.
As a Wealth Advisor, Amanda works with clients to develop, implement, and monitor tailored financial solutions and is responsible for initial client onboarding. Amanda originally joined JFS Wealth Advisors in 2002 as support for our business retirement planning services. She later moved to asset management support as a trader and Paraplanner and, after passing the Series 65 exam, she joined our team of financial advisors in 2007. She is now a Partner at JFS Wealth.
Amanda graduated Magna Cum Laude with a Bachelor's Degree in Business Administration with a major in finance from Youngstown State University (OH). She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2008 and is a member of the Financial Planning Association (FPA). She is a graduate of Leadership Shenango and a member of Shenango Valley Professionals (SVP).
Amanda lives in the Youngstown metro area with her husband and two children. Away from the office, she enjoys spending time with her family and friends, traveling, walking, and reading.
Amanda L. Marcello, CFP® is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.
As Client Service Manager, Amanda is responsible for coordinating and providing asset management and operations support for the firm. She interfaces with clients on a regular basis and assists lead advisors by providing research, monitoring client accounts, and attending client meetings. She has worked in the financial services industry for over a decade.
Amanda received her Bachelor's Degree in Accounting and Business Administration from Thiel College (PA) and has completed coursework for the Certified Financial Planner designation. She is a licensed Notary Public for the State of Pennsylvania.
While not at work, Amanda stays busy with her young daughter and enjoys spending time with family and friends. She also enjoys cooking, baking, and the occasional ATV ride.
Amanda R. Smith is Client Service Manager at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Operations Systems Specialist
As an Operations Systems Specialist, Anna sets up new accounts, ensures data integrity, performs due diligence on software enhancements, and prepares audit reports.
Before joining JFS, Anna worked as part of Community Cares Partners in Oklahoma, assisting families experiencing eviction issues. She is also a former pre-Kindergarten teacher, where she honed her many skills in multi-tasking, problem-solving, organization, and attention to detail. Her education sector experience helped her develop the communication skills essential for providing good customer service.
Outside of work, Anna loves reading and spending time with her family. Fluent in Greek, she enjoys traveling to Greece to visit her family and friends.
Anna Vournous is an Operations Systems Specialist for JFS Wealth Advisors, based out of our Hermitage office.
As an Associate Wealth Advisor, Ashley works closely with clients on a regular basis, assisting them with any questions they may have regarding their financial accounts. She also supports multiple custodians to process requests such as deposits, distributions, new account processes or account maintenance. Ashley recently attained the CERTIFIED FINANCIAL PLANNER TM (CFP®) designation. She was previously a Financial Planning Associate for JFS.
Prior to joining JFS, Ashley worked as a Paraplanner with a wealth management firm where she built her knowledge of the industry and developed her customer service experience working alongside clients.
Outside of work, Ashley loves to spend most of her time with family and friends. She is a big advocate of empowering and supporting our youth and generously gives her time coaching her hometown girls' basketball team. Ashley also enjoys finding new places and adventures to experience.
Ashley R. Cline, CFP® is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.
As Chief Compliance Officer, August oversees JFS' compliance program. In his role, he prepares regulatory filings, updates disclosure documents, conducts employee compliance training, and maintains the firm's Business Continuity Plan. As an integration team member, August assists with mergers and acquisitions. Currently, he serves as an active member of the JFS Culture and Appreciation Committee. In the past, he participated in the Wellness, Charity, and Values Committees.
During his senior year of college, August served as an intern for JFS in the Asset Management and Operations departments. He assisted both departments through various tasks, including an extensive cost basis reconciliation project. Prior to rejoining JFS in November 2014, he worked as a Default Specialist in the consumer loan center of PNC Financial Services.
August is a graduate of Westminster College (PA), where he obtained his bachelor's degree in Business Administration with a minor in Spanish. He earned his Investment Adviser Certified Compliance Professional (IACCP®) designation through National Regulatory Services in 2016.
Active in community life, August is a 2018 graduate of Leadership Shenango, a local leadership program administered by the Shenango Valley Chamber of Commerce. He was also recognized as one of the Shenango Valley Chamber of Commerce's 30 Under 40 honorees in 2023. For three years, August served as the Treasurer and a voting member on the board of directors for St. John's Episcopal Church in Sharon, PA. Previously involved in Thrive Shenango Valley, he was the Chair of the Thrive Advocate Committee. Currently, he is a member of the Harrisburg Young Professionals.
Outside of work, August resides in the Harrisburg-Carlisle metropolitan area with his husband. In his free time, he enjoys hiking, traveling, attending community events, and spending time with family and friends.
August N. Santillo Jr., IACCP® is Chief Compliance Officer of JFS Wealth Advisors, based out of our Camp Hill office.
As Associate Wealth Advisor, Austin is responsible for the ongoing management of existing client relationships and retention of clients. He works in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, development of personal financial plans, and investment strategies.
Austin received a Bachelor of Science in Business Administration degree in Finance from Youngstown State University (OH) and minored in Economics with Statistics. He is licensed in Life, Health, and Accident Insurance for the State of Ohio and has earned the designation of CERTIFIED FINANCIAL PLANNER™.
Austin joined the team in 2019 after fulfilling a college internship with JFS during his spring semester. Prior to joining JFS, he also completed internships with MassMutual and Sherwin Williams.
Outside of work, Austin enjoys lifting weights, golfing, spending time with friends, and watching sports - especially the Dallas Cowboys.
Austin Sambuco, CFP® is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Member of the Local Financial Planning Association
Barbara joined the JFS team in 2015 after Comprehensive Investment Solutions (CIS) merged with JFS Wealth Advisors. Barbara's mission is to help clients and their families reach their financial goals by providing investment and planning strategies designed to help build and protect wealth.
Barbara's educational background includes graduating with a Bachelor's Degree in Finance from Trenton State College, NJ. Prior to joining JFS, she worked for seven years in banking at the Third Federal Bank. She gained experience in several areas of the bank including commercial lending and as an assistant manager of operations. Continuing with her career development, Barbara earned her CERTIFIED FINANCIAL PLANNER™ certification in 2012 and Certified College Financial Consultant (CCFC) certification in 2021.
Away from the office, Barbara is an active member of the local Financial Planning Association (FPA), as well as the Bucks County Estate Planning Association. In her free time, she enjoys gardening and reading. Barbara and her husband live in Bucks County.
Job Titles:
- Client Service Specialist
- Client Service Specialist at JFS
Becca is a dedicated Client Service Specialist at JFS, where her passion for building lasting relationships that benefit her peers and her clients shines through. Becca has quickly become an integral member of the JFS Team, working closely with the Client Relationship Specialists and executing various tasks that come her way. Her journey to this position was grounded in a solid foundation of customer service expertise, honed during her previous role. In April of 2023, Becca proudly achieved her P&C Insurance License.
Becca's daily mission at JFS is to collaborate closely with her colleagues, lending her keen eye for detail and customer-centric approach to elevate the quality of service provided to clients. Her dedication perfectly aligns with JFS's core values, which prioritize trust-building and client-centricity. Becca's enthusiasm for her work is evident in her proactive approach to tackling new challenges and developing intuitive solutions.
Beyond her professional achievements, Becca's life outside the office is equally vibrant. A fitness enthusiast, she stays active with various physical activities. Her family and two beloved dogs hold a special place in her heart, and she cherishes every moment spent with them. Becca's culinary curiosity is also at the forefront of her adventurous spirit, as she is always on the lookout for new local dining experiences.
Becca Smalley is a Client Service Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Is Director of Financial Planning for JFS Wealth Advisors, Based Out of Our Pittsburgh Office
Chuck Zuzak, CFP®, CFA is Director of Financial Planning for JFS Wealth Advisors, based out of our Pittsburgh office.
As a Wealth Advisor, Constance works with clients to develop, implement, and monitor tailored financial solutions. She works with technical specialists to develop advice for clients, assisting with coordinating financial planning, tax planning, and personal financial plans and investment strategies. Constance is passionate about researching and analyzing data and working with clients to achieve their holistic objectives. She is also a member of the firm's Business Development and Financial Planning and Wealth Strategies teams.
Before joining JFS Wealth Advisors in 2017, she worked for an independent Registered Investment Adviser (RIA) firm in Youngstown, Ohio. Constance earned her Bachelor's Degree at Youngstown State University. She is a Notary Public for the State of Ohio and a Financial Planning Association (FPA) member. Constance is a Cortland Lions Club and Cortland Street Fair Committee member, and is the GFWC Ohio Warren Junior Women's League Marketing & Publicity Chair.
Outside of work, Constance enjoys spending time with her husband, daughters, and their dog and cat. She has a passion for philanthropy and volunteering, expanding on creative outlets such as being a local columnist for her local paper, reading for pleasure and purpose, and traveling to new places. Constance is family-centered and is the youngest of 11 children with an astounding 42 nieces and nephews.
Constance C. Amstutz, CFP® is a Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Controller
- Firm Administration
Debbie Jarrett is Controller for JFS Wealth Advisors, based out of our Hermitage office.
As firm Controller, Debbie is responsible for assisting with the preparation of internal accounting financial statements. She oversees accounts payable and receivable, bank relations and payroll. Debbie assists with mergers and acquisitions as an integration team member. Debbie has been working with JFS for over 25 years.
She received her Bachelor of Science in Accounting and Bachelor of Arts in Organizational Behavior from Westminster College. Debbie is a former Board Member of the Mercer Area Library. She has served as a member of the Wellness, Charity, and Values Committees at JFS.
Away from the office, Debbie enjoys spending time with her family and pets. She also enjoys reading a good book in her down time.
Debbie Hodum, FPQP™, is a Portfolio Reconciliation Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Debra Meixell, FPQP™ is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.
Job Titles:
- Client Relationship Specialist
As a Client Relationship Specialist, Emily works closely with clients on a regular basis, assisting them with any questions they may have regarding their financial accounts. She also supports multiple custodians to process requests such as deposits, distributions, new account processes or account maintenance.
Prior to joining JFS, Emily worked as an Investment Associate and administrator at a financial advisory firm in Pittsburgh where she learnt about the financial services industry and decided to pursue her career in the field. Her extensive customer service experience was built in the hospitality industry where she held several roles from front desk manager to Sales and Group Housing Coordinator assisting with VIP events and the grand opening of a new hotel.
Outside of work, Emily enjoys spending time with her family and friends, looking after her two cats, painting, and being active in the great outdoors.
Emily Semmelroth is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Pittsburgh office.
Job Titles:
- Project Manager
- Firm Administration
As Project Manager, Erin is responsible for performing administrative functions and helping manage firm-wide projects efficiently. She works with various JFS teams and outside vendors to develop and implement project timelines, coordinate team meetings, and conduct staff trainings.
Erin holds a Degree in Business Administration from Penn State Behrend. Prior to joining JFS in 2008, she worked as a retail Manager for Blue Ridge Pottery in Stanardsville, VA and at Morris-Pitzer Chiropractic in Hermitage, PA.
Away from the job, Erin enjoys spending time with her husband and daughter, and partaking in yoga and meditation.
Erin B. Steele is a Project Manager at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
As a Client Relationship Specialist, Erin works closely with clients on a regular basis, assisting them with any questions they may have regarding their financial accounts.
Prior to joining JFS, Erin worked for New Cumberland Federal Credit Union as a marketing specialist where her role included community outreach coordinating financial education programs and teaching financial literacy in local schools. Her customer services skills were honed as Member Services Director with West Shore Chamber of Commerce.
An outdoors person and avid reader, Erin loves to hike and camp with her young family. When not reading one of her many books, she loves listening to an eclectic mix of music.
Erin Walburn is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Camp Hill office.
Ernie is a seasoned financial professional with more than a decade of experience advising individuals, families, and institutions to help manage risk and achieve their financial goals. As a Wealth Advisor, Ernie provides investment and planning strategies tailored to the clients he serves.
Prior to joining JFS in January 2023, Ernie spent a majority of his career at PNC Wealth Management as an investment advisor. He has also served as a portfolio manager and investment strategist at several regional and community banks where he was responsible for guiding asset allocation decisions, portfolio construction and conducting investment strategy due diligence.
Ernie earned a bachelor's degree in business administration and financial planning and is a CERTIFIED FINANCIAL PLANNER™. In addition to his experience collaborating with clients to develop and execute financial plans, he has highly specialized knowledge of Sustainable, Responsible and Impact investing strategies and environmental, social and governance (ESG) investment analysis and was among the first group of practitioners to achieve the CSRIC™ designation from the College for Financial Planning.
He lives in Boiling Springs, PA with his two sons and enjoys live music, soccer, collecting and learning to play different musical instruments, cooking, and playing chess.
Ernie S. Irwin, CFP®, CSRIC™ is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.
Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.
Gina Elliott, PHR is Human Resources Manager at JFS Wealth Advisors, based out of our Hermitage office.
Gregory H. Reif, CFP® is a Wealth Advisor for JFS Wealth Advisors, based out of our Lancaster office.
Gregory N. Zivkovich, IACCP® is a Compliance Specialist for JFS Wealth Advisors, based out of our Pittsburgh office.
Hanna Blake is a Tax Accountant at JFS Wealth Advisors, based out of our Hermitage office.
J. Stephen Lee is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.
Jacki Grober is a Tax Senior for JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
Jacqueline Palm is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.
James H. Riley is Family Accounting Manager at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Portfolio Trading Analyst
Jason Oyler is a Portfolio Trading Analyst for JFS Wealth Advisors, based out of our Hermitage office.
Jeanette Shaffer is a Tax Coordinator at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Service Specialist
Jen Johns is a Client Service Specialist for JFS Wealth Advisors, based out of our Camp Hill office.
Job Titles:
- Portfolio Trading Specialist
Jennifer E. Pavelko is a Portfolio Trading Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
Jesse M. Tonkay is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Lancaster office.
Job Titles:
- Client Relationship Specialist
Jessica A. Linton is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
Jill M. Gay is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist With
Joe Millard is a Client Relationship Specialist with JFS Wealth Advisors, based out of our Hermitage office.
John J. Sciarrone, CFP®, is an Associate Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.
Joseph D. Salmen, CFP® is a Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.
Joseph F. Kloecker, CFP® is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.
Joshua C. Vass is Assistant Controller for JFS Wealth Advisors, based out of the Hermitage office.
Job Titles:
- Client Relationship Specialist
Kate Walsh is Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.
Kevin K. Renne is a Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.
Kira Chambers is an Operations Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Kristen Devlin is a Tax Manager for JFS Wealth Advisors, based out of our Doylestown office.
Kristin L. Cooper is Operations Manager at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Member of the LEADERSHIP TEAM
Laura J. Blaire, MSM, IACCP® is Chief Operating Officer, Partner of JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
Lauren Petrarulo is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Pittsburgh office.
Job Titles:
- III Is Technology Manager for JFS Wealth Advisors, Based Out of Our Hermitage Office
Lewis G. Davis III is Technology Manager for JFS Wealth Advisors, based out of our Hermitage office.
Linda N. Ruggia is Tax & Accounting Coordinator for JFS Wealth Advisors, based out of our Blue Bell office.
Lisa Chavara is a Staff Accountant for JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Service Specialist
Lisa DeBonis is a Client Service Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
Lisa Shanefield is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.
Job Titles:
- Managing Director
- PFS, CFP®, CEPA
Louis V. Colella is Managing Director of the Business Growth & Transitions Team and Wealth Advisor, Partner, based out of our Hermitage office.
Manish Upadhyay, CAIA®, CIMA® is Chief Investment Officer, Partner at JFS Wealth Advisors, based out of the Doylestown office.
Job Titles:
- Client Relationship Specialist at JFS
Megan is a Client Relationship Specialist at JFS, based out of our Pittsburgh office.
Melanie DeCiancio is a Receptionist for JFS Wealth Advisors, based out of our Hermitage office.
Michelle L. Wright, CPA, MST is Tax Director at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist at JFS
Morgan E. Ramsey is a Tax Accountant for JFS Wealth Advisors, based out of our Hermitage office.
Nathan Lochstampfor is a Financial Planning Associate for JFS Wealth Advisors, based out of our Camp Hill office.
Job Titles:
- Associate Portfolio Specialist
Nicole O'Connell is an Associate Portfolio Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Service Specialist
Patti Chupak is a Client Service Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
Rachel Balentine is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.
Rachel Bargebuhr, FPQP™ is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Pittsburgh office.
Rob Willis, AIF®, CIMA® is a Retirement Plan & Institutional Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.
Job Titles:
- Member of the LEADERSHIP TEAM
- PFS, CFP
Robert C. Jazwinski, CPA/PFS, CFP® is Founder, Co-Chief Executive Officer, Partner, and Wealth Advisor at JFS Wealth Advisors, based out of multiple offices across the firm.
Robert T. Brooks, CIMA® is a Portfolio Trading Manager at JFS Wealth Advisors, based out of our Hermitage office.
Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.
Job Titles:
- Member of the LEADERSHIP TEAM
Ryan C. Barrett, CFP® is a Partner, Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.
Job Titles:
- Client Service Specialist
Ryan K. Santillo is a Client Service Specialist for JFS Wealth Advisors, based out of our Camp Hill office.
Ryan Kennis is a Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.
Job Titles:
- Member of the LEADERSHIP TEAM
Ryan Tiesi, CPA, CFA is Co-Chief Executive Officer, Partner at JFS Wealth Advisors, based out of our Hermitage and Pittsburgh offices.
Job Titles:
- Client Relationship Specialist
Sara R. Marsh is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Member of the LEADERSHIP TEAM
Sarah J. Amey, CFP®, CIMA®, is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.
Sean M. Gibbon, CPA/PFS, CFP®, CEPA™ is a Wealth Advisor and part of the Business Growth & Transitions Team, based out of our Pittsburgh office.
Job Titles:
- Associate
- Associate Wealth Advisor
Sean Wilson is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.
Stephanie E. Foltz is Technology & Facilities Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Stephen Linamen is a Tax Senior at JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Institutional Support Specialist
Tammie L. Bernard is a Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Ted Rhinehart is Retirement Plan & Institutional Director/Advisor at JFS Wealth Advisors, based out of Doylestown.
Thomas A. Foglia, CPA/PFS, MST is Partner, Wealth Advisor, Tax Director at JFS Wealth Advisors, based out of our Blue Bell office.
Thomas D. Wilson is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.
Job Titles:
- Executive Assistant to the President
Tiffany Danso is Executive Assistant to the President of JFS Wealth Advisors, based out of our Hermitage office.
Job Titles:
- Client Relationship Specialist
Tiffany Wells is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.
* Please Note - Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if JFS is engaged, or continues to be engaged, to provide investment advisory services.