Meet Our Team

As they say, you’re only as good as the people you have around you. At JFS, we feel like those people are pretty darn good. We employ in-house professionals in financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services. More than 80% of our advisors have a CERTIFIED FINANCIAL PLANNER® designation, a Certified Investment Management Analyst® credential, are a Certified Public Accountant (CPA), or have more than 1 of these three credentials*. You’re backed by an entire team of credentialed advisors with a bench of talent that ensures continuity and longevity in our client relationships.

We put you at the center of an individualized, dynamic financial plan. With each change in your life, you face new opportunities and obstacles, which can potentially move you closer to your goals or farther away. One of the most important decisions you can make is selecting a wealth management firm with the experience and structure to provide sound, fiduciary advice when faced with these decisions.

Be confident in your financial future. Our experienced advisors, planners, and client service professionals can help answer the questions keeping you up at night. Get to know our people below.