Recent News: What’s Happening at JFS – Q4 2023

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.


Promotions and Designations

We’re excited to be announcing the following new promotions and earned designations in our JFS team.

Ashley Cline, CFP® has recently been promoted to Associate Wealth Advisor. As Associate Wealth Advisors, Ashley will work in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, personal financial plans, and investment strategies.

Joseph Kloecker, CFP®, and Ashley Cline, CFP® deserve big congratulations for earning their CERTIFIED FINANCIAL PLANNING® designation, which recognizes advanced knowledge in the areas of financial planning, taxes, insurance, estate planning, and retirement saving.

Gregory Zivkovich, IACCP® has earned the Investment Adviser Certified Compliance Professional designation which is designed for compliance professionals wanting to certify their knowledge of investment adviser regulatory obligations and requirements.



We want to announce the retirement of valued team members, whose dedication and hard work have significantly contributed to our team’s success. We extend our best wishes for a fulfilling and joyful retirement.

  • Deb Stiger – December 2023
  • Karen Hickton – December 2023


JFS Wealth Advisors – Team Member Anniversaries


Jessica Grimes, 1 year

Jason Oyler, 1 year

Emily Semmelroth, 1 year

Jeanette Shaffer, 2 years

Ryan Kennis, 2 years

Linda Ruggia, 14 years



Ashley Cline, 1 year

Kristen Devlin, 1 year

Augie Santillo, 9 years

Tammie Bernard, 18 years

Sam Paglioni, 18 years

Amanda Marcello, 21 years

Karen Hickton, 23 years



Lisa Chavara, 2 years

Lauren Petrarulo, 2 years

Stephen Lineman, 3 years

Jill Gay, 5 years

Bob Brooks, 8 years

Ron Yost, 19 years

Deb Stiger, 27 years



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