JDJ Family Office Services is pleased to announce the promotion of several team members.
Kylie C. Ruschioni, CFP® and Trish Richardson have been named to the position of Senior Manager/Vice President.
We also congratulate Angela P. Simmons, CFP® on her certification as a Certified Financial Planner® and her promotion to the role of Manager.
Talia M. Bartash and Mallory A. Garneau have been promoted to Associate 3. Both Jacob Hachey, MSA and Tyler J. Hilliard have been named as Associate 2.
James M. Kittler, President of JDJ, looks forward to working with each of these team members in their new roles, “I am pleased to recognize the hard work and dedication of Kylie, Trish, Angela, Talia, Mallory, Jacob and Tyler. Each of them works hard to deliver outstanding service to our clients and they will be an integral part of JDJ’s continued growth.”
You can read the full backgrounds of each member of the JDJ team here.