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 new hires to our JFS team. We’re growing and that means building a team that will support us well into the future.
- Tyler Petro — Financial Planning Associate
- Benjamin Adams — Financial Planning Associate
We’re excited to announce the following earned designations and new promotions in our JFS team.
- Sara Marsh has earned the Financial Paraplanner Qualified Professional (FPQP) designation.
JFS Wealth Advisors – Team Member Anniversaries
July 2026
- Debra Meixell, 22 years
- Barbara Glover, 21 years
- Manish Upadhyay, 14 years
- Michelle Wright, 13 years
- Casie Merchant, 6 years
- Becca Hionas, 3 years
August 2026
- Laura Blaire, 24 years
- Constance Amstutz, 9 years
- Sara Marsh, 9 years
- Kevin Renne, 9 years
- Jesse Tonkay, 4 years
- Tiffany Foltz, 1 year
September 2026
- Rachel Bargebuhr, 31 years
- Gary Dalessandro, 28 years
- Patti Chupak, 18 years
- Tom Wilson, 12 years
- Kristin Cooper, 11 years
- Nicole O’Connell, 7 years
- Rachel Balentine, 5 years
- Melanie DeCiancio, 5 years
- Tiffany Wells, 4 years
- Jenna Fallo, 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.
