Experience

JFS Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Partner, Wealth Advisor

  • Aug 1998 - 25 years 5 months

  Greater Philadelphia

• Managing Principal, Senior Wealth Advisor

  • Oct 2015 - 8 years 3 months

  In October, 2015 Comprehensive Investment Solutions®, LLC a Greater Philadelphia Area Registered Investment Advisor merged with JFS Wealth Advisors from western Pennsylvania. Both firms originally grew out of CPA firms in each area. Together, we provide clients with personalized wealth planning for their lifetime. Our Lifetime Planning Continuum® provides solutions based financial strategies delivered through a highly qualified advisory team that puts your interests first and frees you… Show more In October, 2015 Comprehensive Investment Solutions®, LLC a Greater Philadelphia Area Registered Investment Advisor merged with JFS Wealth Advisors from western Pennsylvania. Both firms originally grew out of CPA firms in each area. Together, we provide clients with personalized wealth planning for their lifetime. Our Lifetime Planning Continuum® provides solutions based financial strategies delivered through a highly qualified advisory team that puts your interests first and frees you to focus on what matters most. The Lifetime Planning Continuum® secures your foundation for a strong financial future.



Comprehensive Investment Solutions®, LLC

• President

  • Apr 1998 - Sep 2015



Plumstead Township

• United States
• Facilities Services

• Elected Township Supervisor

  • Jan 2008 - Dec 2013

  Plumstead Township, PA

• Chair of Police Pension Board

  • Jan 2007 - Dec 2013

  Plumstead Township, PA