Lisa DeBonis

Client Service Specialist

As Client Service Specialist, Lisa assists our Client Relationship Specialists, Associate Wealth Advisors, Wealth Advisors, and clients with specified operations support. She is also responsible for effective preparation and processing of client account paperwork, cashiering, account service, and data entry/maintenance.

Prior to joining the JFS team, Lisa worked for 12 years at Sharon Regional Physician Services, now Steward Medical Group, where she was responsible for medical coding, billing, and office management.

Originally from Hermitage, PA, Lisa now resides in the Youngstown–Warren metropolitan area with her husband. Family is always Lisa’s top priority, as she is a proud mother and grandmother to five grandchildren. In past years, she has been actively involved in animal rescue groups and continues to take part in their fundraising efforts.

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Office Locations:
Hermitage

MEET MORE OF THE TEAM

Client Service

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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 Camp Hill office.

Jenna Rabideau

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

Jesse M. Tonkay, FPQP®

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Jessica A. Linton

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

Jill M. Gay

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

Jillian Somerville

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Joe Millard

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Kate Walsh

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

Lauren Petrarulo

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Megan Kress

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Michelle Schenker

Michelle is a Client Relationship Specialist at JFS, 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 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®

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Sara R. Marsh

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

Tiffany Danso

Tiffany Danso is Executive Assistant to the President of 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.