Recent News: Q3 2018

Recent News: Q3 2018

Staff Highlights: We are excited to welcome the following new team members to JFS!

Christopher Yoder, CIMA, has joined our Lancaster office as Lead Advisor, helping clients and their families reach their lifelong goals through developing and monitoring comprehensive investment and financial planning strategies.

Jennifer Pavelko has joined our Hermitage office as Portfolio Management Analyst, assisting with the maintenance of client accounts and providing operational support to the trading team.

James Riley and Joseph Salmen have joined the JFS team as full-time staff after fulfilling internships with our firm. James joins our Accounting Department as Staff Accountant, where he assists with the client billing process, analyzes pricing strategies and performs regular internal audits. As Financial/Wealth Management Analyst, Joe works with our Asset Management teams analyzing complex estate planning strategies and preparing tax returns for high-net-worth individuals and families.

Chad Eisenhooth, also a former intern at JFS, has joined our Hermitage and Pittsburgh teams as Advisor Associate, responsible for performing research, attending meetings and assisting Lead Advisors with the coordination of comprehensive planning needs for clients.

Jessica Smith, CPA and Joseph Fitzpatrick are the newest additions to our Doylestown advisory teams. As Associate Advisor, Jessica works closely with Lead Advisors in coordinating financial planning, tax planning, development of personal financial plans and investment strategies. As Advisor Associate, Joe is responsible for assisting Lead Advisors in performing research, managing meeting action items, and providing back-up support to our Client Relationship Specialists.

We are fortunate for our growing pool of talented individuals, and wish all new employees the best of luck and great success!

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