Firm 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 in our JFS team.
- Jennifer Pavelko has been promoted to Portfolio Trading Manager
- Alicia Umbel has been promoted to Financial Planning Associate
- Kira Chambers has been promoted to Senior Operations & Marketing Specialist
- Kristen Devlin has been promoted to Tax Senior Manager
- Austin Sambuco has been promoted to Wealth Advisor
- John Sciarrone has been promoted to Wealth Advisor
- Casie Merchant has been promoted to Wealth Advisor
JFS Wealth Advisors – Team Member Anniversaries
January 2026
- Michael Parsons, 1 Year
- Hannah Roth, 1 Year
- Jessica Linton, 5 Years
- Greg Reif, 5 Years
- Alicia Umbel, 10 Years
- Tom Foglia, 20 Years
- Hanna Flores, 2 Years
- Megan Kress, 2 Years
- Michelle Schenker, 2 Years
- Ernie Irwin, 3 Years
- Nathan Lochstampfor, 3 Years
- Lou Collela, 11 Years
- Jacki Grober, 19 Years
February 2026
- Dorinda Harris, 1 Year
- Amanda Smith, 20 Years
- Ryan Barrett, 19 Years
- Debbie Jarrett, 29 Years
March 2026
- Daniel Coursey, 1 Year
- Jenna Rabideau, 2 Years
- Erin Walburn, 4 Years
- Greg Zivkovich, 4 Years
- Kate Walsh, 11 Years
- Aaron Dayton, 14 Years
Please Note – Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if JFS is engaged, or continues to be engaged, to provide investment advisory services.
