Our Team
JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.
The Team is committed to helping our clientele define and reach their goals. We deliver services with clarity, expertise and honesty; tailored to their specific objectives.
We want our clients to be our biggest fans. We do this with exceptional services and dedication. The JKS Financial Team cares for client concerns as if they were our own.
Dan Jenkins is a Wealth Management Advisor with 28 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 current member (2017) 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 (20), Julianne (18), Mary Kate (14), Timothy (12) and Lucy (5). 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 , CFP®, CLU®, AWMA®, WMCP®, RICP®
Wealth Management Advisor
Geoffrey Kasse , CFP®, CLU®, AWMA®, WMCP®, RICP®
Wealth Management Advisor
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.
Debra is head of the Customer Service Department for our Life clients. She also assists with New Business and Case Preparation.
Debra began her professional career directly from high school with Principal Financial Group (formerly Bankers Life of DesMoines, IA) where she worked for 22 years. Northwestern Mutual welcomed Debra in 1996 and she has enjoyed being part of the team since then.
Debra enjoys cooking and gardening. She resides with her husband, Jim, in the Pittsburgh area.
Chris graduated from the University of Pittsburgh with a bachelor of arts in Business Management. He holds his FINRA Series 6,7, and 63, along with being Pennsylvania Life, Accident, and health Insurance Licensed. Chris is a Wealth Management Certified Professional (WMCP®).
Chris joined the team in the spring of 2016 as an Associate Wealth Management Advisor after spending some time as an Independent Financial Advisor. As Chief Operating Officer, Chris helps to guide and achieve the overall mission and vision of JKS Financial. Chris resides in Wexford with his wife Colleen, son Mario. In his free time, he enjoys being outdoors, hiking, and working on projects around the house.
Devin graduated from Robert Morris University with a bachelor’s degree in Business Management. He holds his FINRA Series 7, and 63, along with being Pennsylvania life, accident , and health insurance license. Devin joined JKS Financial in the summer of 2021 as an Associate Wealth Management Advisor. Devin has worked in the financial and insurance industry for about 7 years, working with a large firm in New York City before returning to Pittsburgh. Devin currently lives in the South Hills with his girlfriend Casey and their dog Tank. In his free time he enjoys going to their camp, and enjoys fishing and being outdoors, with the occasional round of golf.
Jordan joined JKS Financial as an intern in April of 2021. She graduated from Duquesne University in May 2022 with a Bachelor of Science in Business Administration majoring in Finance with a second major in Mathematics. Additional certificates earned in Actuarial Science and Quantitative Finance. She holds her FINRA Series 7 and 63, along with being Pennsylvania Life, Accident, and Health Insurance Licensed.
During her free time, Jordan enjoys reading psychological thrillers, going to the gym, cooking, and spending time with her friends and family. Jordan has lived in the South Hills of Pittsburgh, Pennsylvania her entire life.
Joe Graduated from Indiana University of Pennsylvania with a Bachelor’s Degree in Accounting. He holds his PA, Life, Accident, and Health license. Joe Joined JKS in the summer of 2022 as an Associate Financial Representative after spending some time working in Institutional Finance.
Joe currently resides in Beechview and enjoys wood working, hiking, and watching the Steelers play on Sunday.
David graduated from Duquesne University with an M.B.A. and from Penn State with a bachelor of science in Finance. He holds his FINRA Series 7 and 66, along with being Pennsylvania Life, Accident, and Health Insurance Licensed. David joined JKS Financial in December of 2021 as an Investment Operations Associate after spending many years as a Wealth Management Advisor and Regional Manager for large regional banks.
David resides in Wexford with his wife Karen. In his free time, he enjoys any activity outdoors and spending time with family.
Matthew S Wickline , CFA®, MBA
Associate Wealth Management Advisor
Matt graduated from Duquesne University with a Bachelor’s of Science degree in Finance and Investment Management as well graduated from the University of Pittsburgh’s Katz Graduate School of Business with a Masters of Business Administration. He holds his FINRA Series 7 and 66 along with being Pennsylvania Life, Accident, and Health Insurance license. Matt joined JKS Financial in the winter of 2022 as an Associate Wealth Management Advisor after spending the first decade plus of his career in Asset Management and Valuation Consulting.
Matt resides in Wexford with his wife Kristen and children Isabella and Brooks. In his free time, he enjoys spending time with the family, being outdoors, and following his favorite sports teams.
