Recent News

June 12, 2019 · Written By JFS Wealth Advisors

Staff Highlights: Please join us in welcoming four new employees to the JFS team: Austin Sambuco, Ryan Foht, Lisa DeBonis, and Ryan Tiesi, CPA, CFA!

As Client Relationship Specialists in our Hermitage office, both Austin Sambuco and Ryan Foht will assist clients with processing payments, general account maintenance, and any questions or concerns regarding their financial accounts.

As our newest Director of First Impressions, Lisa DeBonis is responsible for answering phone calls, performing specified administrative tasks for clients, and providing front-desk assistance to our Hermitage office guests.

Ryan Tiesi, CPA, CFA joins JFS as our newest Chief Financial Officer. As CFO, Ryan will develop firm-wide financial strategies, prepare annual budgets and statistical reporting, and oversee internal controls for accounting processes and procedures.

We are pleased to congratulate Jessica Smith, CPA/PFS, CFP®, an Associate Advisor in our Doylestown office, on earning the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation. To ensure financial planning recommendations are in your best interest, CFP® professionals are held to strict ethical standards as outlined in the CFP Board Code of Ethics, which can be found on the CFP Board’s website at www.cfp.net.

Summer Office Hours: With summer just around the corner, our offices have begun operating under new Friday hours. All offices will close at 3:00 PM each Friday through August 30, 2019. The summer schedule impacts our office hours only on Fridays, and all hours of operation Monday thru Thursday will remain 9:00 AM to 4:00 PM. If you have any questions, please contact a member of your service team.