Introducing Business Growth & Transition
JFS Wealth Advisors is eager to share some exciting news about a new service we are offering to help you grow your business more effectively and plan for your optimal succession/transition.
Our newly formed Business Growth and Transitions team helps business owners achieve their business, financial and personal goals in the short and long term. This suite of services is perfect for owners looking to maximize their business’s value, are considering selling or exiting their business, or transitioning to new ownership.
For more information, contact Lou Colella at email@example.com.
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.
Robert T. Brooks, CIMA® has been promoted to Manager of Portfolio Trading. In this role, Robert will oversee all day-to-day trading operations in addition to managing standard operating procedures and JFS investment models for the portfolio management team. Robert graduated from Westminster College with a major in Accounting in May 2012. He started at JFS as an intern in the asset management department and worked as a CRS prior to joining the portfolio management team in 2016. Robert earned his CIMA credential in the summer of 2020.
Kevin Renne, CFP® CEPA® was recently awarded the CEPA® designation (Certified Exit Planning Advisor) by the Exit Planning Institute. Advisors who earn this credential are specially trained to help business owners create an exit plan — a blueprint for selling your company for maximum benefit.
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.
Client Relationship Specialist
Operations System Specialist
JFS Wealth Advisors – Team Member Anniversaries
Jacki Grober, 16 Years
Gregory Reif, 2 Years
Jessica Linton, 2 Years
Lou Colella, 8 Years
Tom Foglia, 17 Years
Alicia Umbel, 7 Years
Ryan Barrett, 16 Years
Amanda Smith, 17 Years
Debbie Jarrett, 26 Years
Kate Walsh, 8 Years
Aaron Dayton, 11 Years
Greg Zivkovich, 1 Year
Erin Walburn, 1 Year
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.