JFS Wealth Advisors, a full-service wealth management firm with 9 locations, announced that effective from July 1, 2024, Aaron K. Dayton, CFP®, Kevin Renne, CFP®, CEPA™, and Gregory Reif, CFP® have been promoted to Partners.
Aaron Dayton, CFP®, has over 23 years of experience in the financial services industry and specializes in providing integrated planning to his clients. A Wealth Advisor based out of the Hermitage office, Aaron joined the JFS team in 2012 after a successful career in Wealth and Trust Management with the Bank of New York Mellon in Pittsburgh, PA. He is a member of the Financial Planning Association (FPA) and the Estate Planning Council of Pittsburgh.
Kevin Renne, CFP®, CEPA™, joined JFS in 2017 after spending 6 years advising clients within Huntington Bank’s Wealth Management group. With over 20 years of experience in the financial services industry, Kevin has a deep knowledge of financial planning and investment strategies customized for client-specific needs. Based out of the Pittsburgh office, Kevin takes great pride in helping clients and their families attain their financial goals.
Gregory H. Reif, CFP®, is a Wealth Advisor who works with clients both out of our Lancaster and Philadelphia area offices, to develop, implement, and monitor tailored financial solutions. Prior to joining JFS, he worked for over 15 years at boutique wealth advisory firms in the Philadelphia area and at the endowment for the Lankenau Medical Center Foundation, a part of Main Line Health. Committed to his local community, Greg serves as a board member for the Bucks County Children’s Museum and as a member of the Villanova School of Business Undergraduate Mentor Program.
“It is hugely satisfying to me to be able to welcome these experienced advisors to our partnership team, and we extend our congratulations to them,” said Robert Jazwinski, CPA/PFS, CFP®, Founder, Co-Chief Executive Officer, Partner and Wealth Advisor at JFS Wealth Advisors.
About JFS Wealth Advisors
JFS Wealth Advisors, a full-service firm with 9 locations, is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Honesty and integrity are at the core of their professional philosophy, and they believe in taking the time to get to know their clients’ goals, challenges, and vision for the future. See important disclosures here.
