Joe Millard

Financial Planning Associate

As a Financial Planning Associate, Joe is responsible for providing support to wealth advisors and associate wealth advisors in preparing financial plans and analyzing data. He works closely with clients to process requests such as deposits, distributions, new account processes and account maintenance.

Joe earned his Bachelor of Science in Business Administration in Finance with a minor in Marketing from Youngstown State University. Joe completed an internship in both Operations and Asset Management with JFS before joining as a Client Relationship Specialist.

When he’s not at work, Joe enjoys spending time with family and friends and watching sports. He is also a keen fisherman.

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Office Locations:
Hermitage

Education:
Bachelor of Science in Business Administration in Finance, Youngstown State University

MEET MORE OF THE TEAM

Advisors and Planners

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Aaron K. Dayton, CFP® is a Partner and Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Adam Etzel, J.D., LL.M.

Adam Etzel, J.D., LL.M. is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.

Amanda L. Marcello, CFP®

Amanda L. Marcello, CFP® is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Ashley R. Cline, CFP®

Ashley R. Cline, CFP® is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.

Austin Sambuco, CFP®

Austin Sambuco, CFP® is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Barbara Glover, CFP®, CCFC

Barbara J. Glover, CFP®, CCFC, is a Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

Casie Merchant, CFP®

Casie Merchant, CFP®, is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Constance C. Amstutz, CFP®, CDFA®

Constance C. Amstutz, CFP®, CDFA® is a Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.

Ernie S. Irwin, CFP®, CSRIC®

Ernie S. Irwin, CFP®, CSRIC® is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.

Gary A. Dalessandro, MS, CPA/PFS, CFP®

Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.

Gregory H. Reif, CFP®

Gregory H. Reif, CFP® is a Partner and Wealth Advisor for JFS Wealth Advisors, based out of our Lancaster office.

Hannah Roth

Hannah Roth is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

J. Stephen Lee

J. Stephen Lee is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

John J. Sciarrone, CFP®

John J. Sciarrone, CFP®, is an Associate Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

Joseph D. Salmen, CFP®

Joseph D. Salmen, CFP® is a Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Joseph F. Kloecker, CFP®, CPA

Joseph F. Kloecker, CFP®, CPA is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Kevin K. Renne, CFP®, CEPA™

Kevin K. Renne is a Partner and Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

Louis V. Colella, CPA/PFS, CFP®, CEPA™

Louis V. Colella is Managing Director of the Business Growth & Transitions Team and Wealth Advisor, Partner, based out of our Hermitage office.

Mark Browne, CTFA

Mark Browne, CTFA, is a Wealth Advisor at the Pittsburgh office.

Michael Parsons, AIF®, CPFA®

As a Retirement Plan & Institutional Advisor at JFS Wealth Advisors, Michael Parsons assists in designing, implementing, and managing retirement plans.

Nathan Lochstampfor, CFP®

Nathan Lochstampfor, CFP®, is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.

Robert C. Jazwinski, CPA/PFS, CFP®

Robert C. Jazwinski, CPA/PFS, CFP® is Founder, Co-Chief Executive Officer, Partner, and Wealth Advisor at JFS Wealth Advisors, based out of multiple team offices.

Ron W. Yost

Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Ryan C. Barrett, CFP®

Ryan C. Barrett, CFP® is a Partner, Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.

Ryan Kennis, CFP®, CEPA™

Ryan Kennis is a Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Sarah J. Amey, CFP®, CIMA®, CPWA®

Sarah J. Amey, CFP®, CIMA®, is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Saverio N. Paglioni, CIMA®

Saverio N. Paglioni, CIMA® is Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Atlanta office.

Sean M. Gibbon, CPA/PFS, CFP®, CEPA™

Sean M. Gibbon, CPA/PFS, CFP®, CEPA™ is a Wealth Advisor and part of the Business Growth & Transitions Team, based out of our Pittsburgh office.

Sean Wilson, CRPC®

Sean Wilson is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.

Ted Rhinehart, AIF®, CPFA, QKA

Ted Rhinehart is Retirement Plan & Institutional Director/Advisor at JFS Wealth Advisors, based out of Doylestown.

Thomas A. Foglia, CPA/PFS, MST

Thomas A. Foglia, CPA/PFS, MST is Partner, Wealth Advisor, Tax Director at JFS Wealth Advisors, based out of our Blue Bell office.

Thomas D. Wilson, CFP®

Thomas D. Wilson is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

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