Broker Check

Our Team

Rebecca Poulos

Client Service Specialist

(270) 594-5757

rebecca@jwfwa.com

Helping clients with servicing their investment account and assisting with tax preparation. Rebecca has obtained the credential of Financial Paraplanner Qualified Professional, passed the Enrolled Agent exam from the...

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Robyn Elliott

Client Service Specialist

(270) 594-5757

robyn@cpafwa.com

Helping clients with servicing their investment account, navigating their online experience, and planning for their preferred future. Using her eight years of experience in the financial services industry, she...

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Jeremy White

Family Wealth Advisor

(270) 594-5757

jeremy@cpafwa.com

Helping clients get the most life and return from the money they have. SuperHero Strengths *: Responsibility, Belief, Achiever, Maximizer, Learner Something More Personal… It’s not that he’s boring....

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Priscilla Schiff

Office Manager

(270) 594-5757

priscilla@jwfwa.com

As the Director of First Impressions, Priscilla greets everyone in person or on the phone calmly and warmly. Behind the scenes, she is the super-duper office manager with administrative talents beyond compare.

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Sharon White

Administrative Assistant

(270) 594-5757

sharon@jwfwa.com

Sharon does a little bit of everything from welcoming clients to cheering up and cheering on the staff to using her MBA to help plan strategically for the firm. 

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