Team News
Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and we hold their unwavering dedication and commitment to both the firm and our clients in the highest regard. It is through their collective expertise, skills, and shared vision that we can excel in the dynamic and ever-evolving landscape of our industry.
We’re excited to be announcing the following new promotions and earned designations in our JFS team.
- Joseph Kloecker, CFP®, recently earned his certified public accountant (CPA) designation, given to qualified accountants who pass a rigorous exam known as the Uniform CPA Exam. Congratulations on this impressive achievement.
It has been a busy quarter at JFS. We’re excited to be announcing the following new hires to our JFS team. We’re growing and that means building a team that will support us well into the future.
- Michelle Schenker, Client Relationship Specialist – Hermitage, PA
- Megan Kress, Client Relationship Specialist – Pittsburgh, PA
- Rachel Hawk, Client Service Specialist – Lancaster, PA
- Jenna Rabideau, Client Service Specialist – Hermitage, PA
- Hanna Blake, Tax Accountant – Hermitage, PA
JFS Wealth Advisors – Team Member Anniversaries
JANUARY 2024
Jacki Grober, 17 years
Ernie Irwin, 1 year
Gregory Reif, 3 years
Jessica Linton, 3 years
Lou Colella, 9 years
Tom Foglia, 18 years
Alicia Umbel, 8 years
Nathan Lochstampfor, 1 year
FEBRUARY 2024
Ryan Barrett, 17 years
Amanda Smith, 18 years
Debbie Jarrett, 27 years
MARCH 2024
Kate Walsh, 9 years
Aaron Dayton, 12 years
Greg Zivkovich, 2 years
Erin Walburn, 2 years
