Dan Jenkins is a Wealth Management Advisor with over 30 years of experience and a member of JKS Financial. He has devoted his career to strategic wealth management and financial planning. Dan focuses on tax-efficient asset accumulation, retirement income distribution, and ultimately intergenerational wealth transfer. He works extensively with closely held businesses owners, corporate executives, and physicians for their unique needs through fee only or an advisory basis. Dan values his relationships with clients as they evolve over time and helps reassess their current goals and circumstances.

Dan graduated from the University of Pittsburgh in 1990 with a Bachelor of Arts in Business and Communications. Immediately after, he started his financial services business. Dan prides himself on continuing education and obtaining knowledge so that he can become a great facilitator in his clients’ financial success and provide a high level of customer service.

With his increased focus on Estate Planning, Dan earned the prestigious Accredited Estate Planner designation (AEP®) in 2014, awarded by the National Association of Estate Planners & Councils. Since entering the industry, Dan Jenkins has also obtained his Chartered Life Underwriter (CLU®) designation in 1992 as well as multiple securities licenses including series 6, 63, 66, and 7 along with the Life, Health, and Annuities licenses for insurance products. Since earning these designations, Dan been able to provide a wider array of solutions for his clients' personal planning needs, including income replacement, asset allocation and estate planning.

Dan is a member of the Estate Planning Council of Pittsburgh, the Financial Planning Association, the Pittsburgh Society of Investment Professionals, the National Association of Insurance and Financial Advisors, and the Association of Advance Life Underwriting. In addition, Dan is a member of the Top of the Table (MDRT, the Premier Association of Financial Professionals) for career production.

Dan and his wife Amy reside in Mt. Lebanon with their five children; Edward, Julianne, Mary Kate, Timothy and Lucy. He can be found coaching his kids’ various sports teams, attending Pitt sporting events, or playing golf at Chartiers Country Club.

As a life-time resident of Pittsburgh, Dan enjoys remaining active in the community. He is a past President of Big Brothers Big Sisters of Greater Pittsburgh and a current board member. The local organization is comprised of over 1,000 volunteers, professional staff and supporters who believe that every child can benefit from a positive, caring mentor. Dan has personally helped BBBS raise over $500,000 over the last decade.

Dan was also a member of the University of Pittsburgh Alumni Leadership Council for the University of Pittsburgh. This organization is comprised of over 17,000 individuals and is the voice for more than 200,000 alumni worldwide. Acting in an advisory capacity, they create and nurture a mutually beneficial relationship between the University, its alumni, and its current and future students.

Geoffrey Kasse is a Wealth Management Advisor and member of JKS Financial. He began his career in financial planning in 1999 and focuses on serving the estate, business and investment planning needs for families and individuals, while recognizing the need for a personalized, comprehensive, and relationship-based planning process. Geoffrey and his expert team at JKS Financial are committed to his clients’ ongoing success.

Geoffrey values continuous education in his commitment to be the best catalyst for his clients in their financial journey. A proud alumnus of Duquesne University, he graduated with honors earning a BS in Business Administration. Continuing his lifelong learning focus, he has attained the professional designations/certifications of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Accredited Wealth Management Advisor (AWMA®). He maintains securities Series 6, 7, 63 and 66 registrations and his Life, Accident & Health Insurance License. He is licensed in multiple states.

Geoffrey is a member of the Estate Planning Council of Pittsburgh, Financial Planning Association, and National Association of Insurance and Financial Advisors. He is also a member of Million Dollar Round table (life member).

Geoffrey and his wife, Kristen, live in Peters Township and are proud parents of three children, Kyle, Lauren and Whitney. He enjoys fitness, paddle tennis, golf, reading, listening to music and comedy movies.

Geoffrey serves on the Board of Directors and the Mid-Atlantic Board of Directors for the American Lung Association and has aligned with United Way because of the work they do in advocating for people with disabilities, providing security for senior citizens and creating opportunities for at risk children and youth.