Recent News: What’s Happening at JFS – Q1 2024

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 


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



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


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