As President and Founder of JFS Wealth Advisors, Bob has over 40 years’ experience helping clients achieve their financial goals through integrated financial planning and portfolio management services. Bob’s vision for starting JFS was to capture an individualized approach to wealth management, prioritizing personal attention to clients’ unique goals and circumstances and crafting quality, tailored solutions to meet those needs.
Bob leads a team of dedicated, independent wealth advisors who create value for individuals, families and institutions through transparency in service and a disciplined approach. The JFS team develops investment strategies based on the science of capital markets, employing investment principles that are grounded in research and intended to stand the test of time.
Outside of the office, Bob has a long history of community involvement and leadership. He currently serves as Trustee and Treasurer of the F. H. Buhl Farm Trust, as Co-Founder, Director, and President of the Community Hope Investment Partnership, and as a Trustee of Westminster College. Bob is Emeritus Director and former Investment Committee Chair of the Community Foundation of Western Pennsylvania and Eastern Ohio. He is also Emeritus Director and former Treasurer for the Penn-Northwest Development Corporation, an organization he co-founded in 1986. He previously served as Chair, Vice-Chair, and Treasurer of the Sharon Regional Health System; Chair of the West Central Job Partnership; and Chair of the Shenango Valley Industrial Development Corporation.
Bob formerly served as President and Treasurer of the Pennsylvania Institute of Certified Public Accountants (PICPA), Chair for its Estate and Personal Financial Planning Committee, member of the CPA Journal Editorial Board, and member of Council. Bob has also served as Chair for the American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist Credential Committee and member of its Governing Council, Personal Financial Planning Conference Committee, and National Accreditation Commission.
Bob holds a Bachelor’s Degree from Westminster College and a Master’s Degree in Business Administration from Youngstown State University. A Certified Public Accountant, he received the Personal Financial Specialist designation with high honors from the AICPA, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Bob and his wife, Sally, live in Hermitage, PA, and have residences in Pittsburgh, PA, and Naples, FL. He enjoys spending time with his family, which includes three grown children and five grandchildren, a broad range of reading, and fitness activities.