Lisa Shanefield, Client Relationship Specialist at JFS Wealth Advisors

As Client Relationship Specialist, Lisa provides exceptional client service and back office support for our team of advisors. She works with our multiple custodians to process client requests, such as deposits, distributions, new accounts, and account maintenance.

Prior to joining JFS in 2017, Lisa worked as New Accounts Liaison for Clark Capital Management Group, a Registered Investment Advisory Firm, for almost 11 years. Her experience has taught her how to communicate effectively with internal trading and support teams regarding new account/custodial procedures, account status, funding and trading instructions.

In her spare time, you may find Lisa spending time with her daughters, volunteering, or taking a day trip to New York City.

Get In Touch:

Get Started With
JFS Today

Office Locations:
Berwyn, Doylestown

MEET MORE OF THE TEAM

Client Service

Tiffany Danso, Executive Assistant at JFS Wealth Advisors

Tiffany Danso

Tiffany Danso is Executive Assistant to the President of JFS Wealth Advisors, based out of our Hermitage office.

LEARN MORE
Kate Walsh, Client Relationship Specialist at JFS Wealth Advisors

Kate Walsh

Kate Walsh is Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.

LEARN MORE
Alicia M. Umbel, Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors

Alicia M. Umbel

Alicia M. Umbel is an Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

LEARN MORE
Sara R. Marsh, Client Relationship Specialist at JFS Wealth Advisors

Sara R. Marsh

Sara R. Marsh is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

LEARN MORE
Jill M. Gay, Client Relationship Specialist at JFS Wealth Advisors

Jill M. Gay

Jill M. Gay is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

LEARN MORE

Get to Know Us

Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of expertise and a commitment to guiding you towards a secure financial future.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars