We are pleased to announce the addition of our new offices in Blue Bell, PA and Atlanta, GA through our recent merger with Integer Wealth Advisors Group, LLC (Integer). The merger brings three talented team members to the JFS team: Integer Founders Thomas Foglia, CPA/PFS and Saverio (Sam) Paglioni, CIMA® join our team as Partners, and Linda Ruggia joins as Tax and Accounting Coordinator/Client Service Specialist.
Community News:
Lou Colella, CPA/PFS, CFP®, CEPA™, Managing Partner/President of Advisor Services, has been appointed to Board Member of the Youngstown Air Reserve Base Community Council (YARBCC). The Youngstown Air Reserve Base Community Council is a private, non-profit organization providing quality service, special missions, and fundraising projects to benefit the Mahoning Valley (OH) military community.
New Hires:
Morgan Ramsey joins our Tax and Accounting team as Tax Accountant. In her role, she prepares tax returns, tax plans, financial statements, and completes various accounting tasks as needed. Morgan joined our team full-time in May after completing an internship with JFS in Spring 2021.
John Sciarrone has joined our Doylestown team as Client Relationship Specialist, working in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, development of personal financial plans, and investment strategies. John completed an internship with JFS in May 2021.
Lewis Davis (Lew) has joined our team as Technology Strategist, working closely with team members and firm resources on a regular basis to assist with various information technology needs. His day-to-day efforts involve working with vendors to make sure operations run smoothly while maintaining the security of JFS’ systems and data.
In more exciting news, we’re happy to congratulate Client Relationship Specialist, Sara Marsh, and her husband, Josh, on the recent birth of their baby boy, Levi. We wish them all the best on their beautiful new arrival!
Summer Hours: As a reminder to our clients, JFS is currently operating under summer hours. We will close at 3:00 PM each Friday through September 3, 2021. The summer schedule impacts our business hours on Fridays only, and all hours of operation Monday through Thursday will remain 9:00 AM to 4:00 PM.
DocuSign: 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, please contact a member of your service team.
