Recent News: Q2 2020

Recent News: Q2 2020

Staff Highlights: We are pleased to congratulate three team members who’ve been named Partners of JFS:  Sarah Amey, CFP®, CIMA®, Ryan Barrett, CFP®, and Ryan Tiesi, CPA, CFA.  As a Managing Partner, Ryan Tiesi joins Robert Jazwinski, CPA/PFS, CFP®Laura Blaire, IACCP, MSM, and Louis Colella, CPA/PFS, CFP® in the firm’s Leadership Team responsible for strategic initiatives and oversight of JFS on a day-to-day basis. Partnership opportunities are extended to those proven to display exceptional qualities in areas of leadership, excellence, accountability, and the JFS core values. We congratulate Sarah, Ryan, and Ryan on this accomplishment and look forward to their continuing contributions in the years ahead!

Other team members continuing their professional advancement within JFS include Michelle Wright, CPA, MST, who has been promoted to Tax and Accounting Director; Sean Gibbon, CPA/PFS, CFP®; who has been promoted to Wealth Advisor; and Constance Amstutz, who has been promoted to Associate Wealth Advisor.

In more exciting news, we’re happy to congratulate Client Service Manager, Amanda Smith, and her husband, Brian, on the recent birth of their baby girl, Brianna.  We wish them all the best on their beautiful new arrival!

New Hires: Casie Scott joins our Hermitage office as Client Relationship Specialist, where she works closely with clients to process requests such as deposits, distributions, and account transfers as well as assisting clients with any questions or concerns they may have regarding their financial accounts. Casie received a Bachelor of Science in Business Administration degree in Finance and Undergraduate Certificate in Leadership from Youngstown State University (OH) in 2020.

DocuSign Rollout: We continue to implement DocuSign firm-wide for requesting electronic signatures for your documents. The DocuSign system enhances the signing process by significantly reducing the amount of paperwork clutter involved with signing important documents in a timely manner. It also allows you to access and sign your documents securely from multiple devices and locations. Clients with electronic delivery authorization on file will automatically benefit from the new system. If you would like more information about DocuSign or are interested in getting set up, please contact any member of your service team.

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