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.
- Sarah Amey, CFP®, CIMA® earned the CPWA® designation (Certified Private Wealth Advisor) from the Investment Management Consultants Association (IMCA)
- Mark Browne, CTFA earned a Series 65 license and has been promoted to Wealth Advisor
- Jacki Grobert earned an EA (Enrolled Agent) license form the Internal Revenue Service (IRS)
- Jen Johns earned the FPQP® designation (Financial Paraplanner Qualified Professional®) from the College for Financial Planning® (CFFP)
- Nathan Lochstampfor has been promoted to Associate Wealth Advisor
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.
- Jillian Somerville, Client Relationship Specialist, Pittsburgh, PA
JFS Wealth Advisors – Team Member Anniversaries
JULY 2024
Becca Hionas, 1 Year
Casie Merchant, 4 Years
Josh Vass, 10 Years
Michelle Wright, 11 Years
Manish Upadhyay, 12 Years
Barbara Glover, 19 Years
Debra Meixell, 20 Years
AUGUST 2024
Joe Kloecker, 1 Year
Jesse Tonkay, 2 Years
Constance Amstutz, 7 Years
Kevin Renne, 7 Years
Sara Marsh, 7 Years
Laura Blaire, 22 Years
Steve Lee, 30 Years
SEPTEMBER 2024
Sean Wilson, 1 Year
Tiffany Wells, 2 Years
Rachel Balentine, 3 Years
Nicole O’Connell, 5 Years
Kristin Cooper, 9 Years
Tom Wilson, 10 Years
Patti Chupak, 16 Years
Gary Dalessandro, 26 Years
Rachel Bargebuhr, 29 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.
