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.
Retirements
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
OCTOBER 2023
Jessica Grimes, 1 year
Jason Oyler, 1 year
Emily Semmelroth, 1 year
Jeanette Shaffer, 2 years
Ryan Kennis, 2 years
Linda Ruggia, 14 years
NOVEMBER 2023
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
DECEMBER 2023
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
