Recent News: What’s Happening at JFS – Q2 2025

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 and earned designations in our JFS team.

  • Tiffany Danso has earned the CFP® designation
  • Kate Walsh has earned the FPQP® designation
  • Megan Kress has earned the FPQP® designation
  • Austin Sambuco has earned the CEPA 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.

  • Eva Conti — Financial Planning Associate 
  • Erin Watkins — Accounting Analyst
  • Harrison Murray — Client Relationship Specialist
  • Dorinda L. Harris — Client Service Specialist
  • Daniel R. Coursey — Portfolio Management Specialist

 

JFS Wealth Advisors – Team Member Anniversaries 

April 2025

  • Anna Vournous, 2 Years
  • Jennifer Pavelko, 7 Years
  • Tiffany Danso, 9 Years
  • Stephanie Foltz, 15 Years
  • Adam Etzel, 3 Years
  • Gina Elliott, 5 Years
  • Debbie Hodum, 13 Years

 

May 2025

  • Allyson Kimble, 2 Years
  • Kira Chambers, 3 Years
  • Ryan Santillo, 3 Years
  • Jen Johns, 3 Years
  • Joe Millard, 3 Years
  • Jackie Palm, 3 Years
  • Morgan Ramsey, 4 Years
  • Austin Sambuco, 6 Years
  • James Riley, 7 Years
  • Joe Salmen, 7 Years
  • Sarah Amey, 14 Years
  • Erin Ballard, 17 Years

 

June 2025

  • Mark Browne, 1 Year
  • Lew Davis, 4 Years
  • John Sciarrone, 4 Years
  • Lisa Debonis, 6 Years
  • Ryan Tiesi, 6 Yyears
  • Sean Gibbon, 9 Years
  • Ted Rhinehart, 9 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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