Meet Our Team

As they say, you’re only as good as the people you have around you. At JFS, we feel like those people are pretty darn good. We employ in-house experts in financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services. More than 80% of our advisors have a CERTIFIED FINANCIAL PLANNER™ designation, a Certified Investment Management Analyst® credential, are a Certified Public Accountant (CPA), or have more than 1 of these three credentials*. You’re backed by an entire team of credentialed advisors with a bench of talent that ensures continuity and longevity in our client relationships.

We put you at the center of an individualized, dynamic financial plan. With each change in your life, you face new opportunities and obstacles, which can potentially move you closer to your goals or farther away. One of the most important decisions you can make is selecting a wealth management firm with the experience and structure to provide sound, fiduciary advice when faced with these decisions.

Be confident in your financial future. Our experienced advisors, planners, and client service professionals can help answer the questions keeping you up at night. Get to know our people below.

Aaron K. Dayton, CFP® is a Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Adam Etzel, J.D., LL.M. is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.

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

Allyson Kimble is an Accounting Analyst for JFS Wealth Advisors, based out of our Hermitage office.

Amanda L. Marcello, CFP® is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Amanda R. Smith is Client Service Manager at JFS Wealth Advisors, based out of our Hermitage office.

Anna Vournous is an Operations Systems Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Ashley R. Cline, CFP® is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.

August N. Santillo Jr., IACCP® is Chief Compliance Officer of JFS Wealth Advisors, based out of our Camp Hill office.

Austin Sambuco, CFP® is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Barbara J. Glover, CFP®, CCFC, is a Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

Becca Smalley is a Client Service Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Casie Merchant, CFP®, is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Chuck Zuzak, CFP®, CFA is Director of Financial Planning for JFS Wealth Advisors, based out of our Pittsburgh office.

Constance C. Amstutz, CFP® is a Wealth Advisor for JFS Wealth Advisors, based out of our Hermitage office.

Debbie Jarrett is Controller for JFS Wealth Advisors, based out of our Hermitage office.

Debbie Hodum, FPQP™, is a Portfolio Reconciliation Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Debra Meixell, FPQP™ is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.

Emily Semmelroth is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Pittsburgh office.

Erin B. Steele is a Project Manager at JFS Wealth Advisors, based out of our Hermitage office.

Erin Walburn is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Camp Hill office.

Ernie S. Irwin, CFP®, CSRIC™ is a Wealth Advisor for JFS Wealth Advisors, based out of our Camp Hill office.

Gary A. Dalessandro, MS, CPA/PFS, CFP® is a Wealth Management Strategist for JFS Wealth Advisors, based out of the Hermitage office.

Gina Elliott, PHR is Human Resources Manager at JFS Wealth Advisors, based out of our Hermitage office.

Gregory N. Zivkovich, IACCP® is a Compliance Specialist for JFS Wealth Advisors, based out of our Pittsburgh office.

Gregory H. Reif, CFP® is a Wealth Advisor for JFS Wealth Advisors, based out of our Lancaster office.

Hanna Blake is a Tax Accountant at JFS Wealth Advisors, based out of our Hermitage office.

J. Stephen Lee is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

Jacki Grober is a Tax Senior for JFS Wealth Advisors, based out of our Hermitage office.

Jacqueline Palm is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

James H. Riley is Family Accounting Manager at JFS Wealth Advisors, based out of our Hermitage office.

Jason Oyler is a Portfolio Trading Analyst for JFS Wealth Advisors, based out of our Hermitage office.

Jeanette Shaffer is a Tax Coordinator at JFS Wealth Advisors, based out of our Hermitage office.

Jen Johns is a Client Service Specialist for JFS Wealth Advisors, based out of our Camp Hill office.

Jennifer E. Pavelko is a Portfolio Trading Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Jesse M. Tonkay is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Lancaster office.

Jessica Grimes is a Retirement Plan, Institutional Support Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Jessica A. Linton is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.

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

John J. Sciarrone, CFP®, is an Associate Wealth Advisor for JFS Wealth Advisors, based out of the Doylestown office.

Joseph D. Salmen, CFP® is a Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.

Joseph F. Kloecker, CFP® is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Joe Millard is a Client Relationship Specialist with JFS Wealth Advisors, based out of our Hermitage office.

Joshua C. Vass is Assistant Controller for JFS Wealth Advisors, based out of the Hermitage office.

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

Kevin K. Renne is a Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

Kira Chambers is an Operations Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Kristen Devlin is a Tax Manager for JFS Wealth Advisors, based out of our Doylestown office.

Kristin L. Cooper is Operations Manager at JFS Wealth Advisors, based out of our Hermitage office.

Laura J. Blaire, MSM, IACCP® is Chief Operating Officer, Partner of JFS Wealth Advisors, based out of our Hermitage office.

Lauren Petrarulo is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Pittsburgh office.

Lewis G. Davis III is Technology Manager for JFS Wealth Advisors, based out of our Hermitage office.

Linda N. Ruggia is Tax & Accounting Coordinator for JFS Wealth Advisors, based out of our Blue Bell office.

Lisa Chavara is a Staff Accountant for JFS Wealth Advisors, based out of our Hermitage office.

Lisa DeBonis is a Client Service Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Lisa Shanefield is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Doylestown office.

Louis V. Colella is Managing Director of the Business Growth & Transitions Team and Wealth Advisor, Partner, based out of our Hermitage office.

Manish Upadhyay, CAIA®, CIMA® is Chief Investment Officer, Partner at JFS Wealth Advisors, based out of the Doylestown office.

Megan is a Client Relationship Specialist at JFS, based out of our Pittsburgh office.

Melanie DeCiancio is a Receptionist for JFS Wealth Advisors, based out of our Hermitage office.

Michelle L. Wright, CPA, MST is Tax Director at JFS Wealth Advisors, based out of our Hermitage office.

Michelle is a Client Relationship Specialist at JFS, based out of our Hermitage office.

Morgan E. Ramsey is a Tax Accountant for JFS Wealth Advisors, based out of our Hermitage office.

Nathan Lochstampfor is a Financial Planning Associate for JFS Wealth Advisors, based out of our Camp Hill office.

Nicole O’Connell is an Associate Portfolio Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Patti Chupak is a Client Service Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Rachel Balentine is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Rachel Bargebuhr, FPQP™ is a Client Relationship Specialist at JFS Wealth Advisors, based out of our Pittsburgh office.

Rob Willis, AIF®, CIMA® is a Retirement Plan & Institutional Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Robert C. Jazwinski, CPA/PFS, CFP® is Founder, Co-Chief Executive Officer, Partner, and Wealth Advisor at JFS Wealth Advisors, based out of multiple offices across the firm.

Robert T. Brooks, CIMA® is a Portfolio Trading Manager at JFS Wealth Advisors, based out of our Hermitage office.

Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Ryan C. Barrett, CFP® is a Partner, Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.

Ryan Kennis is a Wealth Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Ryan K. Santillo is a Client Service Specialist for JFS Wealth Advisors, based out of our Camp Hill office.

Ryan Tiesi, CPA, CFA is Co-Chief Executive Officer, Partner at JFS Wealth Advisors, based out of our Hermitage and Pittsburgh offices.

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

Sarah J. Amey, CFP®, CIMA®, is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

Saverio N. Paglioni, CIMA® is Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Atlanta office.

Sean M. Gibbon, CPA/PFS, CFP®, CEPA™ is a Wealth Advisor and part of the Business Growth & Transitions Team, based out of our Pittsburgh office.

Sean Wilson is an Associate Wealth Advisor for JFS Wealth Advisors, based out of our Doylestown office.

Stephanie E. Foltz is Technology & Facilities Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Stephen Linamen is a Tax Senior at JFS Wealth Advisors, based out of our Hermitage office.

Tammie L. Bernard is a Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Ted Rhinehart is Retirement Plan & Institutional Director/Advisor at JFS Wealth Advisors, based out of Doylestown.

Thomas A. Foglia, CPA/PFS, MST is Partner, Wealth Advisor, Tax Director at JFS Wealth Advisors, based out of our Blue Bell office.

Thomas D. Wilson is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

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

Tiffany Wells is a Client Relationship Specialist for JFS Wealth Advisors, based out of our Hermitage office.

* Please Note – Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if JFS is engaged, or continues to be engaged, to provide investment advisory services.

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