Deborah K. Hodum, FPQP®

Portfolio Reconciliation Specialist

As Portfolio Reconciliation Specialist, Debbie is responsible for coordinating and providing advisor and client support around portfolio reconciliation, as well as providing exceptional client service. Debbie has broad experience in financial planning, trust administration and account reconciliation.

Prior to joining JFS, Debbie worked at NexTier Bank and Huntington National Bank in the Trust Department. She is a licensed Notary Public for the State of Pennsylvania as well as a Financial Paraplanner Qualified Professional℠.

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Office Locations:
Hermitage

Education:
College of Financial Planning

Credentials or Certifications:
FPQP® (Financial Paraplanner Qualified Professional℠), Notary Public (PA)

MEET MORE OF THE TEAM

Advisors and Planners

Aaron K. Dayton, CFP®

Aaron K. Dayton, CFP® is a Partner and Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Adam Etzel, J.D., LL.M.

Adam Etzel, J.D., LL.M. is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.

Amanda L. Marcello, CFP®

Amanda L. Marcello, CFP® is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Ashley R. Cline, CFP®

Ashley R. Cline, CFP® is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.

Austin Sambuco, CFP®

Austin Sambuco, CFP® is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Barbara Glover, CFP®, CCFC

Barbara J. Glover, CFP®, CCFC, is a Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

Casie Merchant, CFP®

Casie Merchant, CFP®, is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Constance C. Amstutz, CFP®, CDFA®

Constance C. Amstutz, CFP®, CDFA® is a Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.

Ernie S. Irwin, CFP®, CSRIC®

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®

Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.

Gregory H. Reif, CFP®

Gregory H. Reif, CFP® is a Partner and Wealth Advisor for JFS Wealth Advisors, based out of our Lancaster office.

Hannah Roth

Hannah Roth is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

J. Stephen Lee

J. Stephen Lee is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

John J. Sciarrone, CFP®

John J. Sciarrone, CFP®, is an Associate Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

Joseph D. Salmen, CFP®

Joseph D. Salmen, CFP® is a Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Joseph F. Kloecker, CFP®, CPA

Joseph F. Kloecker, CFP®, CPA is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Kevin K. Renne, CFP®, CEPA™

Kevin K. Renne is a Partner and Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

Louis V. Colella, CPA/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.

Mark Browne, CTFA

Mark Browne, CTFA, is a Wealth Advisor at the Pittsburgh office.

Michael Parsons, AIF®, CPFA®

As a Retirement Plan & Institutional Advisor at JFS Wealth Advisors, Michael Parsons assists in designing, implementing, and managing retirement plans.

Nathan Lochstampfor, CFP®

Nathan Lochstampfor, CFP®, is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.

Robert C. Jazwinski, CPA/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 team offices.

Ron W. Yost

Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Ryan C. Barrett, CFP®

Ryan C. Barrett, CFP® is a Partner, Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.

Ryan Kennis, CFP®, CEPA™

Ryan Kennis is a Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Sarah J. Amey, CFP®, CIMA®, CPWA®

Sarah J. Amey, CFP®, CIMA®, is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Saverio N. Paglioni, CIMA®

Saverio N. Paglioni, CIMA® is Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Atlanta office.

Sean M. Gibbon, CPA/PFS, CFP®, CEPA™

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.

Sean Wilson, CRPC®

Sean Wilson is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.

Ted Rhinehart, AIF®, CPFA, QKA

Ted Rhinehart is Retirement Plan & Institutional Director/Advisor at JFS Wealth Advisors, based out of Doylestown.

Thomas A. Foglia, CPA/PFS, MST

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, CFP®

Thomas D. Wilson is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Get to Know Us

Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of knowledge and a commitment to guiding you towards a secure financial future.