We are pleased to congratulate Austin Sambuco, Client Relationship Specialist, on earning the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement.
One of our Managing Partners, Louis V. Colella, CPA/PFS, CFP®, recently earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute, designed specifically for business advisors who work closely with owners of privately held companies. CEPAs help business owners understand the current and future value of their business, both tangible and intangible, and which exit options best align with their business, personal and financial goals. The CEPA program is the most widely-accepted and endorsed professional exit planning program in the world.
In more exciting news, we’re happy to congratulate Wealth Advisor Sean Gibbon and his wife, Ericka, on their marriage. We wish them many happy years ahead!
New Hires: Greg Klipstein, J.D., LL.M. joins our Doylestown team as Wealth Advisor. Greg brings more than 20 years of financial planning experience, particularly working with high-net-worth and ultra-high-net-worth clients, as well as legal experience focused on estate planning, estate administration, and business succession planning. Greg earned a Bachelor’s Degree, LL.M. in Taxation, from Temple University School of Business and Management and a Juris Doctor from Temple University School of Law.
Michael Sacco, CPA joins our team as Senior Tax Accountant, where he researches complex tax issues, identifies and recommends tax planning opportunities for individuals and businesses, and manages additional client projects for the tax department. Michael is a Certified Public Accountant and brings prior experience in public accounting. He graduated from the University of Pittsburgh, receiving a Bachelor of Science in Business Administration with a major in Finance and a minor in Economics.
Dominik Pruskowski has joined our Pittsburgh team as Client Relationship Specialist, working in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, development of personal financial plans, and investment strategies. He graduated from Edinboro University in May of 2020 with a Personal Financial Planning concentration.
We continue to implement DocuSign firm-wide for requesting electronic signatures for your documents. The DocuSign system enhances the signing process by significantly reducing the amount of paperwork clutter involved with signing important documents and allows you to access and sign your documents securely from multiple devices and locations. Clients with electronic delivery authorization on file will automatically benefit from the new system. If you would like more information, please contact a member of your service team.
As current circumstances mandate minimal physical contact and result in potential disruptions in mail delivery, we want to remind you of an alternative way to receive important communication from us. We encourage you to set up a secure, online client portal to view reports, send and receive sensitive documents, and keep in touch with your service team. If you would like to get started with a client portal, please reach out to any member of your JFS service team or sign up at www.jfswa.com/go-digital.