Amy E. Klenec

Assistant Tax Coordinator

Amy E. Klenec

Amy has been with JFS Wealth Advisors since February 2000, serving as Assistant Tax Coordinator. She is responsible for assisting with administrative and clerical duties related to tax compliance services.  In her role, she prepares and mails quarterly tax estimate reminder letters, semi-annual tax planning letters, annual tax organizers and other client mailings as needed.  She is also responsible for the preparation of federal, state, local income tax returns and for administrative details related to tax preparation. Along with preparing tax returns, providing tax planning services and client services, Amy provides administrative support to her department.

Amy’s received an Associates Degree in Accounting from the University of Phoenix. She served about 8 years of active duty between the U.S. Air Force and the Reserves.

Amy currently resides in Lowellville, Ohio with her husband John. She enjoys hiking, running, traveling and spending time outdoors.

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