Staff Highlights: Please join us in congratulating two of our team members on the achievement of additional professional certifications. Lead Advisor, Kyle Stuckey, CPA/PFS, CFP®, recently earned the Personal Financial Specialist (PFS™) credential for CPAs who specialize in various areas of financial planning. Associate Advisor, Jessica Smith, CPA, has successfully completed the Series 65 Exam, which qualifies an investment professional to operate as an Investment Adviser Representative.
We are happy to announce that Client Relationship Specialists, Tiffany Danso and Alicia Umbel, have recently expanded their roles at JFS by undertaking Executive Assistant responsibilities.
As Executive Assistant to the President of JFS, Bob Jazwinski, CPA/PFS, CFP®, Tiffany is responsible for scheduling internal and external meetings, prioritizing tasks, and providing administrative and clerical support to enhance productivity. As Executive Assistant to the President of Advisory Services, Lou Colella, CPA/PFS, CFP®, Alicia is responsible for scheduling meetings and prioritizing tasks while also providing administrative support for all wealth management service teams.
Both Alicia and Tiffany continue to serve in their Client Relationship Specialist roles, working closely with clients to process requests such as deposits, distributions, and account transfers as well as assisting clients with any questions or concerns they may have regarding their financial accounts.
In other exciting news, we’d like to congratulate Staff Accountant, Josh Vass, and his wife, Carly, on their marriage. Here’s to many happy years ahead!
From all of us at JFS, we wish you and your families a bright holiday season and successful New Year!