Recent News: What’s Happening at JFS – Q2 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.

  • Morgan Ramsey has been promoted to Tax Senior
  • Erin Walburn earned the FPQP® designation (Financial Paraplanner Qualified Professional®) from the College for Financial Planning® (CFFP)
  • Ryan Santillo earned the FPQP® designation (Financial Paraplanner Qualified Professional®) from the College for Financial Planning® (CFFP)

 

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.

  • Mark Browne, CTFA, Wealth Analyst – Pittsburgh, PA
  • Connor Howard, Accounting Analyst – Hermitage, PA

 

JFS Wealth Advisors – Team Member Anniversaries 

APRIL 2024

Anna Vournous, 1 year

Tiffany Danso, 8 years

Stephanie Foltz, 14 years

Adam Etzel, 2 years

Gina Elliot, 4 years

Debbie Hodum, 12 years

 

MAY 2024

Kira Chambers, 2 years

Ryan Santillo, 2 years

Sarah Amey, 13 years

Jennifer Johns, 2 years

Joe Millard, 2 years

Jackie Palm, 2 years

Morgan Ramsey, 3 years

Allyson Kimble, 1 year

James Riley, 6 years

Joe Salmen, 6 years

Lisa Shanefield, 7 years

Erin Steele, 16 years

Austin Sambuco, 5 years

 

JUNE 2024

John Sciarrone, 3 years

Lisa Debonis, 5 years

Ryan Tiesi, 5 years

Sean Gibbon, 8 years

Ted Rhinehart, 8 years

Lew Davis, 3 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.

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