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 knowledge, 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.
- Greg Zivkovich has been promoted to Senior Compliance Specialist
- Jacki Grober has been promoted to Tax Manager
- Joseph Millard has been promoted to Financial Planning Associate
- Constance Amstutz, CFP® has earned the CDFA® designation (Certified Divorce Financial Analyst)
- Nathan Lochstampfor has earned the CFP® designation
- Jesse Tonkay has earned the FPQP® designation
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.
- Colleen D. Scherer – Tax Manager – PPG
- Hannah Roth — Associate Wealth Advisor
- Michael Parsons, AIF, CPFA— Retirement Plan & Institutional Advisor
- Dorinda L. Harris — Client Service Specialist
- Daniel R. Coursey — Portfolio Management Specialist
JFS Wealth Advisors – Team Member Anniversaries
January 2025
Hanna Blake, 1 Year
Megan Kress, 1 Year
Michelle Schenker, 1 Year
Jacki Grober, 18 Years
Ernie Irwin, 2 Years
Greg Reif, 4 Years
Jessica Linton, 4 Years
Lou Colella, 10 Years
Tom Foglia, 19 Years
Alicia Umbel, 9 Years
Nathan Lochstampfor, 2 Years
February 2025
Ryan Barrett, 18 Years
Amanda Smith, 19 Years
Debbie Jarrett, 28 Years
March 2025
Jenna Rabideau, 1 Year
Erin Walburn, 3 Years
Greg Zivkovich, 3 Years
Kate Walsh, 10 Years
Aaron Dayton, 13 Years
