JFS Wealth Advisors is pleased to announce the following promotions, anniversaries, and designation accomplishments. Our team is our single most important asset. We honor their dedication and commitment to the firm and our clients. Our growth mindset drives our passion to always be better and do more. We are pleased to welcome the new hires to JFS!
Erin Walburn joins our Camp Hill, PA office as a Client Relationship Specialist. Erin loves the outdoors where she spends time hiking with her family and friends. As an avid reader, she is your go-to for book recommendations.
Gregory Zivkovich joins JFS as a Compliance and Operations Specialist. In this role, Gregory will work with the compliance team on administering the firm’s compliance program.
Promotions & Designations:
Patti Chupak has transitioned to the role of Client Service Specialist. In this role, Patti is responsible for supporting advisors with client service while interfacing with custodians and clients, utilizing JFS Wealth’s team approach.
Lisa DeBonis has been promoted to Client Service Specialist. In this role, Lisa is responsible for supporting advisors with client service while interfacing with custodians and clients, utilizing JFS Wealth’s team approach.
Augie Santillo has been promoted to Compliance Officer. As Compliance Officer, Augie assists in administering the Firm’s compliance program and maintains the Business Continuity Plan for all JFS locations, assists with annual employee compliance training, and prepares client contracts.
Sean Gibbon has earned the Certified Exit Planning Advisor (CEPA®) designation. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.
Austin Sambuco has been promoted to Associate Wealth Advisor and has earned the designation of Certified Financial Planner. This designation is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests.
JFS Wealth Advisors – Anniversaries
Stephen Linamen – 1 Year; Jill Gay – 3 Years; Bob Brooks – 6 years; Ron Yost – 17 Years; Deb Stiger – 25 Years
Greg Reif – 1 Year; Jessica Staynoff – 1 Year; Alicia Umbel – 6 Years; Lou Colella – 7 Years; Jacki Grober – 15 Years; Tom Foglia – 16 Years
Karen Abusaleh – 2 Years; Ryan Barrett – 15 Years; Amanda Smith – 16 Years; Debbie Jarrett – 25 Years
Thank You for Your Ongoing Trust!
Thank you for continuing to trust us as we assist those closest to you. Our advisory team remains ready, willing, and able to help any of your friends, family, or business associates in this unusual and challenging environment. If you know someone who may need our help, please speak with your advisor about the best way to connect us.