Recent News: Q4 2017

August 29, 2017 · Written By JFS Wealth Advisors

Staff Highlights:  We’re proud to share with you recent staff promotions and new hires within JFS!

Managing Principal and Senior Lead Advisor, Lou Colella, CPA, CFP®, has been named President of Advisory Services.  In his new role, Lou will be responsible for developing and managing advisory teams across all offices, further enhancing the development and delivery of high quality, tailored financial advice to all clients of JFS.

We’d like to congratulate three of our team members on recent educational milestones!  Sean Gibbon, Associate Advisor, earned his Certified Public Accountant (CPA) designation.  Emma Anderson, Client Relationship Specialist, has received her Registered Paraplanner (RP®) designation.  August Santillo, Operations and Compliance Specialist, has earned the Investment Adviser Certified Compliance Professional (IACCP®) certificate.

We’re fortunate to have three talented team members join us in recent weeks! Kevin Renne, CFP®, has joined our Pittsburgh office as Senior Lead Advisor.  Kevin will work with our clients in helping them achieve their lifetime financial objectives by developing and monitoring comprehensive financial plans and solution-oriented strategies.  Constance Logue and Sara Marsh have joined our Hermitage office as Client Relationship Specialists (CRS).  In their new roles, they will be responsible for day-to-day contact with clients, interfacing with client service providers, and providing advisor support in all areas of financial planning.

Please join us in congratulating our staff on their well-deserved advancements and welcoming our new employees to the JFS team!

Introducing our newly re-designed website!  What better way to kick off the final weeks of summer than with a fresh look?  Our last website re-design was in 2011, so we believe it’s the right time to roll out an online presence that’s updated and aligned with who we are today.

The new website provides a view of our service offerings through our Lifetime Planning Continuum® approach, an expanded team member page, and a Knowledge Center filled with continuously updated financial planning resources. The new site is also mobile-friendly, making it simple to navigate anywhere and anytime.

We would love to hear your feedback!