Amanda R. Smith

Client Service Manager

A seasoned Client Service Manager with over 20 years of experience, Amanda is dedicated to facilitating consistency and excellence across support teams while delivering personalized client experiences. In her role, she works closely with clients, skillfully managing relationships and resolving escalated issues with professionalism and care.

Amanda received her Bachelor’s Degree in Accounting and Business Administration from Thiel College (PA) and has completed coursework for the CERTIFIED FINANCIAL PLANNER® designation, showcasing her commitment toward deepening her financial knowledge. Additionally, she is a commissioned Notary in Pennsylvania.

Outside of her professional life, she values time with her family. A wife and proud mother to two daughters, she enjoys cooking and baking, camping, and creating meaningful moments with her family.

Get In Touch:

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Office Locations:
Hermitage

Education:
Bachelor’s Degree in Accounting and Business Administration, Thiel College

Credentials or Certifications:
Notary Public (PA)

MEET MORE OF THE TEAM

Client Service

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Alicia M. Umbel is a Financial Planning Associate at JFS Wealth Advisors, based out of our Hermitage office.

Becca Hionas, FPQP®

Becca Hionas, FPQP® is a Client Service Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Debra Meixell, FPQP®

Debra Meixell, FPQP® is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.

Dorinda L. Harris, FPQP®

Dorinda L. Harris, FPQP® is a Client Service Specialist for JFS Wealth Advisors, where she plays a key role in supporting both clients and advisors.

Erin Walburn, FPQP®

Erin Walburn, FPQP®, is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Mechanicsburg office.

Eva Conti

Eva Conti is a Financial Planning Associate with JFS Wealth Advisors, based out of our Pittsburgh office.

Harrison Murray

Harrison Murray is a Client Relationship Specialist for JFS Wealth Advisors, support for all wealth management service teams in Hermitage, PA.

Jacqueline Palm

Jacqueline Palm is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Jen Johns, FPQP®

Jen Johns is a Client Service Specialist for JFS Wealth Advisors, based out of our Mechanicsburg office.

Jenna Rabideau, FPQP®

Jenna Rabideau, FPQP® is a Client Service Specialist who works out of our Hermitage, PA office.

Jesse M. Tonkay, FPQP®

Jesse M. Tonkay, FPQP®, is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Lancaster office.

Jessica A. Linton

Jessica A. Linton is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Jill M. Gay, FPQP®

Jill M. Gay, FPQP® is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Joe Millard, CFP®

Joe Millard, CFP® is a Associate Wealth Advisor with JFS Wealth Advisors, based out of our Hermitage office.

Kate Walsh, FPQP®

Kate Walsh, FPQP®, is Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.

Lauren Petrarulo

Lauren Petrarulo is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Pittsburgh office.

Lisa DeBonis

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Megan Kress, FPQP®

Megan is a Client Relationship Specialist at JFS, based out of our Pittsburgh office.

Michelle Schenker, FPQP®

Michelle Schenker, FPQP® is a Client Relationship Specialist at JFS, based out of our Hermitage office.

Nicole O’Connell

Nicole O’Connell is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Patti Chupak

Patti Chupak is a Client Service Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Rachel Balentine

Rachel Balentine is a Executive Assistant, Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Rachel Bargebuhr, FPQP®

Rachel Bargebuhr, FPQP® is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Pittsburgh office.

Ryan K. Santillo, FPQP®

Ryan K. Santillo is a Client Service Specialist for JFS Wealth Advisors, based out of our Mechanicsburg office.

Sara R. Marsh

Sara R. Marsh is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Teresa Findley

Teresa Findley is a Client Relationship Specialist at JFS Wealth Advisors, working out of our Hermitage, PA office.

Tiffany Foltz

Tiffany Foltz is a Client Service Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Tiffany Wells

Tiffany Wells is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Get to Know Us

Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of knowledge and a commitment to guiding you towards a secure financial future.