As Associate Wealth Advisor, Constance is responsible for the ongoing management of existing client relationships and retention of clients. She works in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, estate planning, and development of personal financial plans and investment strategies. Constance has a passion for researching and analyzing data and working with clients to achieve their overall objectives.
Constance has worked in the financial services industry for over five years. Prior to joining JFS Wealth Advisors, she worked as a Financial Plan Analyst for a financial advising firm in Youngstown, Ohio. Constance earned her Bachelor’s Degree at Youngstown State University. She is a Notary Public for the State of Ohio, and a member of the Cortland Lions Club.
Outside of work, Constance enjoys spending time with her husband, Alex, daughter, Ava, and their dog, Chloe, and cat, Mya. She has a passion for nature, craft projects, reading, volunteering with various organizations, and traveling to new places. Constance is family-centered and is the youngest of 11 children with an astounding 42 nieces and nephews.