Recent News: What’s Happening at JFS

January 13, 2023 · Written By JFS WEALTH ADVISORS

Our team is our single most important asset. We honor their dedication and commitment to the firm and our clients. Our growth mindset drives our passion to always be better and do more.

Promotions and Designations

We’re excited to be announcing the following new promotions and earned designations in our JFS team.

Constance Amstutz, CFP® deserves a big congratulations for earning her CERTIFIED FINANCIAL PLANNING® designation, which recognizes advanced knowledge in the areas of financial planning, taxes, insurance, estate planning, and retirement saving.

Deborah A. Stiger, CPA/PFS, CRPS®, AIF®, CHSA® was part of an inaugural class to earn the designation of Certified Health Savings Adviser, which was designed to provide a robust understanding of how the HDHP and HSA can be utilized.

Sarah J. Amey, CFP®, CIMA® and Ryan C. Barrett, CFP® were both named Regional Team Leaders in our Pittsburgh and Doylestown locations. As Regional Team Leaders, they will work to provide leadership and coordination among the teams in their regions.

New Hires

It has been a busy quarter at JFS. We’re excited to be announcing the following new hires to our JFS team. We’re growing and that means building a team that will support us well into the future.

Doylestown

Kristen Devlin, Sr. Tax Preparer

Hermitage

Jessica Grimes, Retirement Plan / Institutional Support Specialist

Eric Hajduk, Wealth Advisor

Jason Oyler, Portfolio Trading Specialist

Pittsburgh

Emily Semmelroth, Client Relationship Specialist

JFS Wealth Advisors – Best Places to Work Award

JFS Wealth Advisors are delighted to announce that they have been named on Pittsburgh Business Times’ Best Places to Work ranking for 2022. JFS ranked alongside 33 firms in the small companies category based on the number of employees working in western Pennsylvania. Learn more about the award and see the full list:  Learn more about this award.

JFS Wealth Advisors – Team Member Anniversaries

OCTOBER 2022

Jeanette Shaffer, 1 Year
Ryan Kennis, 1 Year
Linda Ruggia, 1 Year

NOVEMBER 2022

Augie Santillo, 8 Years
Tammie Bernard, 17 Years
Amanda Marcello, 20 Years
Karen Hickton, 22 Years

DECEMBER 2022

Lisa Chavara, 1 Year
Lauren Petrarulo, 1 Year
Stephen Linamen, 1 Year
Jill Gay, 4 Years
Bob Brooks, 7 Years
Ron Yost, 18 Years
Deb Stiger, 26 Years

Thank You for Your Ongoing Trust!

Thank you for continuing to trust us as we assist those closest to you. Our advisory team remains ready, willing, and able to help any of your friends, family, or business associates in this unusual and challenging environment. If you know someone who may need our help, please speak with your advisor about the best way to connect us.