JFS Wealth Advisors
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JFS Wealth Advisors Employees
Employee
Years
Job
Industry
Janice Schwanbeck Janice Schwanbeck's JFS Wealth Advisors Experience September 2002 - May 2012
Job Marketing Communications
Industry Public Relations and Communications
Experience
TREP Systems September 2013 - Present
JFS Wealth Advisors September 2002 - May 2012
Shenango Valley Chamber of Commerce August 1995 - September 2002
Skills
Event Planning, Writing, English grammar, PowerPoint, Microsoft Publisher, Newsletters, Marketing Communications, Community Relations, Editing, Community Development, Facebook, Time Management, Management, Event Management, Advertising, Appointment Scheduling, Travel Arrangements, Letter Writing, Press Releases, Research, Public Relations, Media Relations, Copywriting, Social Media, Copy Editing, Internal Communications, Corporate Communications, Social Networking
Education
Slippery Rock University of Pennsylvania 1992 — 1995
MA, English
Slippery Rock University of Pennsylvania 1989 — 1991
BS, English w/ specialization in writing
TREP Systems September 2013 - Present
JFS Wealth Advisors September 2002 - May 2012
Shenango Valley Chamber of Commerce August 1995 - September 2002
Skills
Event Planning, Writing, English grammar, PowerPoint, Microsoft Publisher, Newsletters, Marketing Communications, Community Relations, Editing, Community Development, Facebook, Time Management, Management, Event Management, Advertising, Appointment Scheduling, Travel Arrangements, Letter Writing, Press Releases, Research, Public Relations, Media Relations, Copywriting, Social Media, Copy Editing, Internal Communications, Corporate Communications, Social Networking
Education
Slippery Rock University of Pennsylvania 1992 — 1995
MA, English
Slippery Rock University of Pennsylvania 1989 — 1991
BS, English w/ specialization in writing
Cristen Dalessandro Cristen Dalessandro's JFS Wealth Advisors Experience 2005 - 2009
Job Graduate Instructor at University of Colorado Boulder
Industry Research
Experience
University of Colorado Boulder 2010 - Present
Boulder County AIDS Project 2014 - 2015
Colorado Shakespeare Festival May 2013 - August 2013
University of Colorado Boulder 2011 - 2013
JFS Wealth Advisors 2005 - 2009
Skills
Qualitative Research, Sociology, University Teaching, Higher Education, Research, Lecturing, Teaching, Data Analysis
Education
University of Colorado at Boulder 2010 — 2016
Doctor of Philosophy (PhD) [in progress], Sociology
Saint Mary's College 2006 — 2010
Bachelor of Arts (B.A.), Sociology and Communication Studies
University of Colorado Boulder 2010 - Present
Boulder County AIDS Project 2014 - 2015
Colorado Shakespeare Festival May 2013 - August 2013
University of Colorado Boulder 2011 - 2013
JFS Wealth Advisors 2005 - 2009
Skills
Qualitative Research, Sociology, University Teaching, Higher Education, Research, Lecturing, Teaching, Data Analysis
Education
University of Colorado at Boulder 2010 — 2016
Doctor of Philosophy (PhD) [in progress], Sociology
Saint Mary's College 2006 — 2010
Bachelor of Arts (B.A.), Sociology and Communication Studies
Ron Wyatt Ron Wyatt's JFS Wealth Advisors Experience September 2009 - January 2014
Job Managing Advisor at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2014 - Present
JFS Wealth Advisors September 2009 - January 2014
Wells Fargo Advisors March 2000 - September 2009
Education
University of Pittsburgh-Johnstown 1983 — 1987
BA, Finance and Accounting
Keystone Oaks 1978 — 1982
United Capital Financial Advisers, LLC January 2014 - Present
JFS Wealth Advisors September 2009 - January 2014
Wells Fargo Advisors March 2000 - September 2009
Education
University of Pittsburgh-Johnstown 1983 — 1987
BA, Finance and Accounting
Keystone Oaks 1978 — 1982
Amanda Kusluch's JFS Wealth Advisors Experience March 2011 - August 2014
Job Accounting Specialist at Workday
Industry Computer Software
Experience
Workday August 2014 - Present
JFS Wealth Advisors March 2011 - August 2014
Huntington National Bank August 2010 - March 2011
The Home Depot August 2007 - August 2010
Skills
QuickBooks, Accounting, International Accounts..., Microsoft Office, Accounts Receivable, Accounts Payable, Microsoft Excel, Adobe Acrobat, Microsoft Word, Great Plains Software, Bookkeeping, PowerPoint, Cabinet NG, Junxure, Customer Service, Time Management, Problem Solving, Photoshop, Outlook, Phone Etiquette, Highly Dedicated, Account Reconciliation, General Ledger, Invoicing, Organization, Quality Assurance, Typing, Vendor Management, Team-oriented, Dependable Team Player, Learning Quickly, Journal Entries, Bank Reconciliation, Data Entry, Cash Flow, Budgets, Chart of Accounts, GAAP, 1099 Preparation
Education
Slippery Rock University of Pennsylvania 2005 — 2009
BSBA, Accounting
Workday August 2014 - Present
JFS Wealth Advisors March 2011 - August 2014
Huntington National Bank August 2010 - March 2011
The Home Depot August 2007 - August 2010
Skills
QuickBooks, Accounting, International Accounts..., Microsoft Office, Accounts Receivable, Accounts Payable, Microsoft Excel, Adobe Acrobat, Microsoft Word, Great Plains Software, Bookkeeping, PowerPoint, Cabinet NG, Junxure, Customer Service, Time Management, Problem Solving, Photoshop, Outlook, Phone Etiquette, Highly Dedicated, Account Reconciliation, General Ledger, Invoicing, Organization, Quality Assurance, Typing, Vendor Management, Team-oriented, Dependable Team Player, Learning Quickly, Journal Entries, Bank Reconciliation, Data Entry, Cash Flow, Budgets, Chart of Accounts, GAAP, 1099 Preparation
Education
Slippery Rock University of Pennsylvania 2005 — 2009
BSBA, Accounting
Amy Klenec Amy Klenec's JFS Wealth Advisors Experience February 2000 - Present
Job Asst. Tax Coordinator at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors February 2000 - Present
Skills
Tax Preparation, Tax, Tax Returns
Education
University of Phoenix 2008 — 2010
Associates, Accounting
North Andover High
JFS Wealth Advisors February 2000 - Present
Skills
Tax Preparation, Tax, Tax Returns
Education
University of Phoenix 2008 — 2010
Associates, Accounting
North Andover High
Sally Jazwinski Sally Jazwinski's JFS Wealth Advisors Experience Senior Staff AccountantJFS Wealth Advisors1991 - Present
Job Senior Staff Accountant at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors Senior Staff AccountantJFS Wealth Advisors1991 - Present
Skills
Wealth Management, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial...
Education
Youngstown State University
Master of Business Administration (MBA)
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Business - Finance
JFS Wealth Advisors Senior Staff AccountantJFS Wealth Advisors1991 - Present
Skills
Wealth Management, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial...
Education
Youngstown State University
Master of Business Administration (MBA)
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Business - Finance
Sarah Amey, CFP®, CIMA® Sarah Amey, CFP®, CIMA®'s JFS Wealth Advisors Experience May 2011 - Present
Job Lead Advisor at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors May 2011 - Present
BNY Mellon Wealth Management February 2007 - April 2011
Education
Shippensburg University of Pennsylvania 2002 — 2004
BSBA, Finance
University of Pittsburgh 2000 — 2002
JFS Wealth Advisors May 2011 - Present
BNY Mellon Wealth Management February 2007 - April 2011
Education
Shippensburg University of Pennsylvania 2002 — 2004
BSBA, Finance
University of Pittsburgh 2000 — 2002
Manish Upadhyay CIMA's JFS Wealth Advisors Experience October 2015 - Present
Job Portfolio Manager at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors October 2015 - Present
Comprehensive Investment Solutions, LLC July 2012 - September 2015
Valley Forge Financial Group January 2003 - June 2012
Valley Forge Financial Group January 2001 - June 2012
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Due Diligence, Research, Financial Planning, Investment Strategies, Mutual Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Strategic Financial...
Education
University of Maryland Baltimore County 1996 — 2000
BA, Economics
JFS Wealth Advisors October 2015 - Present
Comprehensive Investment Solutions, LLC July 2012 - September 2015
Valley Forge Financial Group January 2003 - June 2012
Valley Forge Financial Group January 2001 - June 2012
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Due Diligence, Research, Financial Planning, Investment Strategies, Mutual Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Strategic Financial...
Education
University of Maryland Baltimore County 1996 — 2000
BA, Economics
Amanda Marcello Amanda Marcello's JFS Wealth Advisors Experience November 2002 - Present
Job Lead Advisor at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors November 2002 - Present
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Investment Management, Estate Planning
Education
College for Financial Planning 2005 — 2008
CFP Certification Courses
Youngstown State University 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
JFS Wealth Advisors November 2002 - Present
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Investment Management, Estate Planning
Education
College for Financial Planning 2005 — 2008
CFP Certification Courses
Youngstown State University 1999 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Janet Earle, MBA Janet Earle, MBA's JFS Wealth Advisors Experience June 2008 - Present
Job Chief Financial Officer & Managing Principal at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors June 2008 - Present
Sharon Custom Metal Forming May 2002 - May 2008
Skills
Corporate Finance, Financial Management, Financial Reporting, Financial Analysis, Management Consulting, Strategic Planning, Budgeting, Forecasting, Business Planning, SOX, Internal Controls, Cash Management, Joint Ventures, Mergers, Due Diligence, Process Improvement, Change Management, Cost Reduction, Cost, Accounting, Managerial Finance
Education
Gannon University 2010 — 2013
Masters in Business Administration (MBA)
Robert Morris University 1994 — 1997
B.S., Accounting
JFS Wealth Advisors June 2008 - Present
Sharon Custom Metal Forming May 2002 - May 2008
Skills
Corporate Finance, Financial Management, Financial Reporting, Financial Analysis, Management Consulting, Strategic Planning, Budgeting, Forecasting, Business Planning, SOX, Internal Controls, Cash Management, Joint Ventures, Mergers, Due Diligence, Process Improvement, Change Management, Cost Reduction, Cost, Accounting, Managerial Finance
Education
Gannon University 2010 — 2013
Masters in Business Administration (MBA)
Robert Morris University 1994 — 1997
B.S., Accounting
Deborah Stiger, CPA/PFS, CRPS, AIF Deborah Stiger, CPA/PFS, CRPS, AIF's JFS Wealth Advisors Experience December 1996 - Present
Job Business Retirement Plan Specialist JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors December 1996 - Present
Skills
Employee Benefits, Financial Planning, Investments, Tax, Accounting, Budgeting, Investment Advisory, Retirement, Fiduciary Services
Education
Pennsylvania State University 1979 — 1983
BS, Accounting
JFS Wealth Advisors December 1996 - Present
Skills
Employee Benefits, Financial Planning, Investments, Tax, Accounting, Budgeting, Investment Advisory, Retirement, Fiduciary Services
Education
Pennsylvania State University 1979 — 1983
BS, Accounting
Jennifer Toth Jennifer Toth's JFS Wealth Advisors Experience April 2008 - May 2010
Job Portfolio Administrator/Trader at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc. July 2010 - Present
JFS Wealth Advisors April 2008 - May 2010
Education
Boardman High School
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Business Administration (BBA), Finance, cum laude
Budros, Ruhlin & Roe, Inc. July 2010 - Present
JFS Wealth Advisors April 2008 - May 2010
Education
Boardman High School
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Business Administration (BBA), Finance, cum laude
Aaron Dayton's JFS Wealth Advisors Experience March 2012 - Present
Job Senior Lead Advisor at JFS Wealth Advisors
Industry Investment Management
Experience
JFS Wealth Advisors March 2012 - Present
BNY Mellon Wealth Managment November 2000 - March 2012
Skills
Financial Planning, Portfolio Management, Asset Allocation, Asset Management, Investments, Client Services, Client Retention, Client Development, Trust Services, Estate Planning, Personal Trust...
Education
Duquesne University 2005 — 2006
Executive Certificate, Financial Planning
Slippery Rock University of Pennsylvania 1995 — 1998
Bachelor of Applied Science (B.A.Sc.)
Colorado Mountain College 1993 — 1995
JFS Wealth Advisors March 2012 - Present
BNY Mellon Wealth Managment November 2000 - March 2012
Skills
Financial Planning, Portfolio Management, Asset Allocation, Asset Management, Investments, Client Services, Client Retention, Client Development, Trust Services, Estate Planning, Personal Trust...
Education
Duquesne University 2005 — 2006
Executive Certificate, Financial Planning
Slippery Rock University of Pennsylvania 1995 — 1998
Bachelor of Applied Science (B.A.Sc.)
Colorado Mountain College 1993 — 1995
Matthew R Mikulski Matthew R Mikulski's JFS Wealth Advisors Experience May 2008 - August 2008
Job Tech Support at HighJump Software
Industry Information Technology and Services
Experience
HighJump Software November 2013 - Present
Apple Retail July 2010 - November 2013
LoveSac Alternative Furniture June 2009 - September 2010
The Talent Group January 2010 - May 2010
JFS Wealth Advisors May 2008 - August 2008
Skills
Facebook, Social Media, Social Media Marketing, Social Networking, Advertising, Marketing Communications, Sales, Marketing, Blogging, Press Releases, Marketing Strategy, Brand Awareness, Customer Service, Public Speaking, Logic Pro, Music Production, Photoshop, iWork, Microsoft Office, Garageband, iMovie, iPhoto, Retail, OS X, Final Cut Pro, iLife, Time Management, Video Editing, Merchandising, Photography, Customer Satisfaction, Graphic Design, Visual Merchandising, iPhone, Music, iTunes, iPod, Mac
Education
Point Park University 2006 — 2010
Bachelor of Science, Business Management and Marketing
Hickory High School 2003 — 2006
Diploma
HighJump Software November 2013 - Present
Apple Retail July 2010 - November 2013
LoveSac Alternative Furniture June 2009 - September 2010
The Talent Group January 2010 - May 2010
JFS Wealth Advisors May 2008 - August 2008
Skills
Facebook, Social Media, Social Media Marketing, Social Networking, Advertising, Marketing Communications, Sales, Marketing, Blogging, Press Releases, Marketing Strategy, Brand Awareness, Customer Service, Public Speaking, Logic Pro, Music Production, Photoshop, iWork, Microsoft Office, Garageband, iMovie, iPhoto, Retail, OS X, Final Cut Pro, iLife, Time Management, Video Editing, Merchandising, Photography, Customer Satisfaction, Graphic Design, Visual Merchandising, iPhone, Music, iTunes, iPod, Mac
Education
Point Park University 2006 — 2010
Bachelor of Science, Business Management and Marketing
Hickory High School 2003 — 2006
Diploma
Barry Cox, CPA/PFS, CFP®'s JFS Wealth Advisors Experience July 2000 - August 2011
Job Manager at Rivertech Tax Preparation, LLC
Industry Accounting
Experience
Rivertech Tax Preparation, LLC November 2011 - Present
Brabender Mascetta, LLC November 2011 - Present
JFS Wealth Advisors July 2000 - August 2011
Skills
CPA, Strategic Financial..., Tax, Cash Management, Wealth Management, Income Tax, Tax Accounting, Corporate Tax, Tax Preparation, Accounting, Estate Planning, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Strategic Planning, Partnership Taxation, Tax Returns, Financial Planning
Education
Duquesne University 2009 — 2010
Executive Certificate, Financial Planning
Robert Morris University 2005 — 2006
MS, Taxation
Slippery Rock University of Pennsylvania 1996 — 2000
BSBA, Accounting
Rivertech Tax Preparation, LLC November 2011 - Present
Brabender Mascetta, LLC November 2011 - Present
JFS Wealth Advisors July 2000 - August 2011
Skills
CPA, Strategic Financial..., Tax, Cash Management, Wealth Management, Income Tax, Tax Accounting, Corporate Tax, Tax Preparation, Accounting, Estate Planning, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Strategic Planning, Partnership Taxation, Tax Returns, Financial Planning
Education
Duquesne University 2009 — 2010
Executive Certificate, Financial Planning
Robert Morris University 2005 — 2006
MS, Taxation
Slippery Rock University of Pennsylvania 1996 — 2000
BSBA, Accounting
Michelle L. Wright, CPA, MST's JFS Wealth Advisors Experience July 2013 - Present
Job Tax & Accounting Manager at JFS Wealth Advisors
Industry Accounting
Experience
JFS Wealth Advisors July 2013 - Present
Cohen & Company June 2005 - July 2013
Blackman Kallick September 1997 - May 2005
Skills
Tax, CPA, Income Tax, Tax Accounting, Tax Preparation, Accounting, Partnership Taxation, Tax Returns, State & Local Taxation
Education
DePaul University
Master of Science (M.S.), Taxation
John Carroll University
BSBA, Accountancy
University of Wisconsin-Milwaukee
Graduate Certificate, State & Local Taxation
JFS Wealth Advisors July 2013 - Present
Cohen & Company June 2005 - July 2013
Blackman Kallick September 1997 - May 2005
Skills
Tax, CPA, Income Tax, Tax Accounting, Tax Preparation, Accounting, Partnership Taxation, Tax Returns, State & Local Taxation
Education
DePaul University
Master of Science (M.S.), Taxation
John Carroll University
BSBA, Accountancy
University of Wisconsin-Milwaukee
Graduate Certificate, State & Local Taxation
Gary Dalessandro's JFS Wealth Advisors Experience September 1998 - Present
Job CPA/PFS, CFP at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors September 1998 - Present
Stabi, Burnett & Company April 1990 - September 1998
Hill, Barth & King February 1986 - April 1990
Skills
Tax, Accounting, Strategic Financial..., Financial Analysis, Cash Management, Estate Planning, Investments, Financial Reporting, Wealth Management, Internal Controls, Asset Management, Budgets, Auditing, Investment Advisory, Retirement Planning, Financial Accounting, Asset Allocation
Education
College for Financial Planning 1998 — 2000
CFP Professional Education Program, Financial Planning and Services
Clarion University of Pennsylvania 1978 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
JFS Wealth Advisors September 1998 - Present
Stabi, Burnett & Company April 1990 - September 1998
Hill, Barth & King February 1986 - April 1990
Skills
Tax, Accounting, Strategic Financial..., Financial Analysis, Cash Management, Estate Planning, Investments, Financial Reporting, Wealth Management, Internal Controls, Asset Management, Budgets, Auditing, Investment Advisory, Retirement Planning, Financial Accounting, Asset Allocation
Education
College for Financial Planning 1998 — 2000
CFP Professional Education Program, Financial Planning and Services
Clarion University of Pennsylvania 1978 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Thomas Paulus's JFS Wealth Advisors Experience July 2015 - Present
Job Senior Lead Advisor, Managing Principal at JFS Wealth Advisors
Industry Investment Management
Experience
JFS Wealth Advisors July 2015 - Present
Weathervane Capital Partners LLC July 2008 - Present
Weathervane Wealth Management June 2004 - July 2015
Patriot Advisors December 2002 - June 2004
Bonds & Paulus Associates April 1993 - December 2002
Skills
Wealth Management, Investment Management, Real Estate Private..., Estate Planning, Private Equity
Education
Temple University 1986 — 1988
BBA, Finance
Ohio Wesleyan University 1984 — 1986
JFS Wealth Advisors July 2015 - Present
Weathervane Capital Partners LLC July 2008 - Present
Weathervane Wealth Management June 2004 - July 2015
Patriot Advisors December 2002 - June 2004
Bonds & Paulus Associates April 1993 - December 2002
Skills
Wealth Management, Investment Management, Real Estate Private..., Estate Planning, Private Equity
Education
Temple University 1986 — 1988
BBA, Finance
Ohio Wesleyan University 1984 — 1986
Karen Chikosky's JFS Wealth Advisors Experience November 2000 - Present
Job Financial Advisor at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors November 2000 - Present
Skills
Certified Financial...
Education
University of Colorado Colorado Springs
Economics
JFS Wealth Advisors November 2000 - Present
Skills
Certified Financial...
Education
University of Colorado Colorado Springs
Economics
Erin Steele's JFS Wealth Advisors Experience May 2008 - Present
Job Project Manager at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors May 2008 - Present
Blue Ridge Pottery 2002 - 2004
Skills
Software Project..., Leadership, Event Planning, Communication, Charity Planning, Social Media, Microsoft Excel, Microsoft Word
Education
Pennsylvania State University-Erie Campus 1995 — 1997
Associate of Science (A.S.), Business Administration
Elmira College 1994 — 1995
JFS Wealth Advisors May 2008 - Present
Blue Ridge Pottery 2002 - 2004
Skills
Software Project..., Leadership, Event Planning, Communication, Charity Planning, Social Media, Microsoft Excel, Microsoft Word
Education
Pennsylvania State University-Erie Campus 1995 — 1997
Associate of Science (A.S.), Business Administration
Elmira College 1994 — 1995
Anthony Burt's JFS Wealth Advisors Experience February 2006 - October 2013
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management October 2013 - Present
JFS Wealth Advisors February 2006 - October 2013
Skills
Wealth Management, Retirement Planning, Investment Theory
Education
Slippery Rock University of Pennsylvania 2002 — 2006
Bachelor's degree, Finance
PNC Wealth Management October 2013 - Present
JFS Wealth Advisors February 2006 - October 2013
Skills
Wealth Management, Retirement Planning, Investment Theory
Education
Slippery Rock University of Pennsylvania 2002 — 2006
Bachelor's degree, Finance