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.
- Michelle Wright has been promoted to Partner, Tax Director
- Tiffany Danso has been promoted to Associate Wealth Advisor
- Rachel Balentine has been promoted to Executive Assistant/Client Relationship Specialist
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.
- Tiffany Foltz — Client Relationship Specialist
- Jenna Fallo — Portfolio Management Specialist
JFS Wealth Advisors – Team Member Anniversaries
July 2025
- Rebecca Hionas, 2 Years
- Casie Merchant, 5 Years
- Michelle Wright, 12 Years
- Manish Upadhyay, 13 Years
- Barbara Glover, 20 Years
- Debra Meixell, 21 Years
August 2025
- Jesse Tonkay, 3 Years
- Constance Amstutz, 8 Years
- Kevin Renee, 8 Years
- Sara Marsh, 8 Years
- Laura Blaire, 23 Years
September 2025
- Sean Wilson, 2 Years
- Tiffany Wells, 3 Years
- Rachel Balentine, 4 Years
- Melanie DeCiancio, 4 Years
- Nicole O’Connell, 6 Years
- Kristin Cooper, 10 Years
- Tom Wilson, 11 Years
- Patti Chupak, 17 Years
- Gary Dalessandro, 27 Years
- Rachel Bargebuhr, 30 Years
