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Experience & Vision

Our Firm

 

 

Like other financial advisors, PFS Financial in Tampa, Florida specializes in wealth management – but that’s where the similarities end. We’re committed to providing investment planning services within a principled, highly-ethical framework. Perhaps this sounds a bit unusual to some, but it really boils down to honesty. How so? It’s simple – we help families and organizations manage their wealth in an environment of trust, respect, and dependability – and our relationships are based on building and maintaining client long-term financial health in a faithful, knowledgeable, up-front manner.

We believe that careful investment planning and well thought out strategies – rather than quick-fix impulsive maneuvers – provides the surest path to maintaining and building client wealth. With this foundation, we advise clients on ways to address their needs for financial planning, retirement planning, estate planning, and investment strategies. We work with our clients to create investment planning strategies customized to their particular needs. With a mixture of cutting-edge and well-tested tactics, we provide a financial planning and investment approach that works with you to help you pursue your goals.

As a financial advisory firm, PFS Financial pledges to:

  • Serve our clients with excellence
  • Adhere to the most stringent ethical and fiduciary standards
  • Provide what our clients truly need

Meet the Team

J.D. Pellecchia

J.D. Pellecchia

CEO/Founder

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Zachary Mitchell

Zachary Mitchell

Wealth Manager Assistant

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Amy Harmon-Eaton

Amy Harmon-Eaton

Administrative Associate

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Elio Chiarelli

Elio Chiarelli, Jr., PhD

Retirement Planning Specialist

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Pascal Rodruit

Pascal Roduit

Chief Investment Strategist

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Kenneth F. Klespies

KFK Financial Services

Ken has been in the investment service industry since 1984 as an investment advisor.  Before becoming an independent RIA in 2005, he was Senior Vice President with a major investment firm office in Clearwater Florida for many years.  Prior to his career as an investment advisor, he was in corporate finance in various capacities, from audit to corporate treasurer. 

Ken is a graduate of Miami University's School of Business, where he majored in finance and minored in economics and accounting.  Ken has been married for 40 years with numerous children and grandchildren.


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In addition to serving as our Broker/Dealer, Independent Financial Partners (IFP) provides us with administrative, technical and compliance support. They allow us to focus on what matters most: serving our clients. IFP and PFS Financial are separate entities.

William E. Hamm

William E. Hamm

Chief Executive Officer

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Aaron Gilman

Aaron Gilman

Chief Investment Officer

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Pete Nunley

Pete Nunley

Director of Asset Management

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Jayne Alford

Jayne Alfor

Managing Director

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Jeff Acheson

Jeff Acheson

Chief Business Development

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Jakub Novak

Jakub Novak

Director of Transitions

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Abby Bohatch

Abby Bohatch

Manager, New Accounts

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Keith Kessel

Chief Compliance Officer; Specialist Counsel

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