Lisa Chavara

Lisa Chavara, Staff Accountant at JFS Wealth Advisors

As a Staff Accountant, Lisa performs tasks related to preparing and maintaining financial records including preparing financial statements, tracking accounts payable and receivable and filing tax forms.

Prior to joining JFS, Lisa has worked in Public Accounting and as an Accountant for both Community and Health Foundations. She has also served as a Bank and Credit Union Manager and Loan Officer, as well as an instructor offering business classes and workshops. With over thirty years’ experience, Lisa’s prior roles have all given her extensive experience in both customer services and accounting.

Lisa earned a B.S. Education from Thiel College (PA) and a BSBA from Youngstown State University (OH) where she majored in Accounting. In addition, Lisa is a Notary Public for the State of Pennsylvania.

Lisa is a lifelong resident of the Shenango Valley. An avid reader, she also enjoys exploring the outdoors on her bike, golfing, and traveling.

Get In Touch:

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Office Locations:
Hermitage

Education:
B.S. Education, Thiel College, B.S. Business Administration in Accounting, Youngstown State University

Credentials or Certifications:
Notary Public (PA)

MEET MORE OF THE TEAM

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Colleen D. Scherer, CPA, MSA, is a Tax Manager for JFS Wealth Advisors, based out of our Pittsburgh office.
Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.
Hanna Blake is a Tax Accountant at JFS Wealth Advisors, based out of our Hermitage office.
Jacki Grober, EA, is a Tax Manager for JFS Wealth Advisors, based out of our Hermitage office.
Jeanette Shaffer is a Tax Coordinator at JFS Wealth Advisors, based out of our Hermitage office.
Kristen Devlin is a Tax Manager for JFS Wealth Advisors, based out of our Doylestown office.
Linda N. Ruggia is Tax & Accounting Coordinator for JFS Wealth Advisors, based out of our Blue Bell office.
Michelle L. Wright, CPA, MST is Tax Director at JFS Wealth Advisors, based out of our Hermitage office.
Morgan E. Ramsey is a Tax Senior for JFS Wealth Advisors, based out of our Hermitage office.
Stephen Linamen is a Tax Senior at JFS Wealth Advisors, based out of our Hermitage office.
Thomas A. Foglia, CPA/PFS, MST is Partner, Wealth Advisor, Tax Director at JFS Wealth Advisors, based out of our Blue Bell office.

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