New Hires: Greg Reif, CFP®, MBA joins our Doylestown team as Wealth Advisor. Greg brings more than a decade of experience helping clients achieve peace of mind by providing trusted advice and tailored strategies designed to build and protect wealth. He received a Bachelor’s Degree in Urban Planning from Virginia Tech and MBA in Finance from La Salle University. Greg completed his graduate coursework in Financial Planning from New York University and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Jessica Staynoff joins our Hermitage team as Client Relationship Specialist, working closely with clients on a regular basis and assisting with various questions regarding financial accounts. She also supports multiple custodians to process requests, such as deposits, distributions, new account processes, or account maintenance. Prior to joining JFS, Jessica held administrative support positions for First National Bank and F.N.B Wealth Management.
Stephen Linamen joins our tax department as Tax Accountant, where he is responsible for the preparation of tax returns, tax plans, client financial statements, and other various accounting duties. Stephen earned a Bachelor’s Degree in Accounting with a minor in Mathematics from Youngstown State University in December 2020 and is currently working towards the Certified Public Accountant (CPA) designation. He completed an internship with JFS beginning in Spring 2020 through his graduation in December 2020.
In other exciting news, we’re happy to congratulate our Chief Financial Officer, Ryan Tiesi, and his wife, Kerry, on the birth of their son, Gavin. We wish them all the best on their beautiful new arrival!
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 and 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.
As current circumstances mandate minimal physical contact and result in potential disruptions in mail delivery, we want to remind you of an alternative way to receive important communication from us. We encourage you to set up a secure, online client portal to view reports, send and receive sensitive documents, and keep in touch with your service team. If you would like to get started with a client portal, please reach out to any member of your JFS service team or sign up at www.jfswa.com/go-digital.