As our firm continues to grow, we are fortunate to have a talented and experienced team in place that enables us to strengthen our client relationships and deepen the services we offer. With that, we are pleased to announce the following new hires, promotions, and related staff highlights!
New Hires:
Rachel Balentine joins our Hermitage team as Client Relationship Specialist, working closely with clients on a regular basis and assisting them with questions or account-related needs. She also supports multiple custodians to process requests, such as deposits, distributions, new account processes, or account maintenance.
Melanie DeCiancio joins our team as Receptionist for our Hermitage office. She is responsible for answering phone calls, performing specified administrative tasks for clients, and providing friendly front-desk assistance for office guests.
Veronica Shafer joins our accounting team as Accounting Analyst, and is responsible for processing account payables, evaluating fee structures, performing billing audits, and analyzing company financial data. Veronica joins JFS full time after completing tax and accounting internships in Spring and Summer 2021.
Charles (Chuck) Zuzak has joined our team as Director of Financial Planning, leading firm-wide efforts to drive consistency of financial planning services to clients across all advisory teams. Chuck serves as an internal expert on financial planning best practices, connecting subject matter experts to client relationships as needed.
Staff Highlights:
We are pleased to congratulate Wealth Advisor, Tom Wilson, CFP®, on becoming the newest member of the firm’s leadership team through his recent promotion to Partner. Since joining JFS in 2014 as Senior Lead Advisor, Tom has worked closely with clients to develop, implement, and monitor tailored financial solutions. Partnership opportunities are extended to those proven to display exceptional qualities in areas of leadership, excellence, accountability, and the JFS core values. We congratulate Tom on this well-deserved accomplishment and look forward to his continuing contributions in the years ahead!
Karen Abusaleh now serves as Client Accounting Services Manager on a full-time basis, assisting business owners with entity setup, tax planning, financial statement preparation and analysis, and other related services. We are pleased to have Karen fully dedicated to this role as the demand for these services continues to grow.
Nicole O’Connell has transitioned from Accounting Analyst to Portfolio Trading Analyst. In her new role, Nicole is responsible for assisting the firm’s Investment Team with trades, portfolio rebalancing, institutional reporting, and ongoing due diligence.
We are also excited to congratulate the following team members on their newest family additions! Associate Wealth Advisor, Constance Amstutz, and her husband, Alex, recently welcomed a baby girl, Ava. Client Relationship Specialist, Dominik Pruskowski, and his wife, Bradi, recently welcomed their son, Santino. And Business Retirement Advisor, Ted Rhinehart, and his wife, Renee, recently welcomed a baby girl, Rees, into their family. We wish Constance, Dominik, and Ted all the best on their beautiful new arrivals!
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.
