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 announce the following earned designations and new promotions in our JFS team.
- Daniel Coursey has earned the Series 65 credential.
- Joseph Millard has earned the CFP® designation and was promoted to Associate Wealth Advisor
- Hannah Roth has earned the CFP® designation.
JFS Wealth Advisors – Team Member Anniversaries
April 2026
- Tiffany Danso, 10 years
- Anna Vournous, 3 years
- Adam Etzel, 4 years
- Gina Elliott, 6 years
- Jennifer Pavelko, 8 years
- Debbie Hodum, 14 years
- Stephanie Foltz, 16 years
May 2026
- Sarah Amey, 15 years
- Morgan Ramsey, 5 years
- Allyson Kimble, 3 years
- Kira Chambers, 4 years
- Jen Johns, 4 years
- Joe Millard, 4 years
- Jackie Palm, 4 years
- Ryan Santillo, 4 years
- Austin Sambuco, 7 years
- James Riley, 8 years
- Erin Ballard, 18 years
June 2026
- Sean Gibbon, 10 years
- Ted Rhinehart, 10 years
- Lisa Debonis, 7 years
- Ryan Tiesi, 7 years
- Lew Davis, 5 years
- John Sciarrone, 5 years
- Mark Browne, 2 years
- Eva Conti, 1 year
- Harrison Murray, 1 year
- Erin Watkins, 1 year
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.
