katie Cristofoli
associate Advisor
Katie is an Associate Advisor, helping to serve clients through financial planning, account administration, performance reporting, systems management, and regular communication. Additionally, Katie assists with SJS marketing initiatives and the Community Involvement initiative.
An Ohio native, Katie grew up in Sylvania, attending St. Ursula Academy. Katie graduated from The Ohio State University, where she received a Bachelor of Science in Marketing degree from the Fisher College of Business.
Katie started the first part of her career at Abercrombie & Fitch at the corporate headquarters in Columbus, Ohio, where she worked in Merchandising. Following her time at Abercrombie, Katie moved back to the Toledo-area because she loved growing up here and wanted to be closer to family. She was also looking to expand her financial skills while still utilizing her diverse skillset, and we are delighted that she decided to join SJS.
Outside of work, Katie serves on the Marketing Committee for St. Ursula Academy. She also loves spending time with her friends and family, particularly her niece and nephew. In her free time, Katie enjoys reading, skiing, and travelling to new places.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
SJS began sponsoring an Assistance Dog at The Ability Center in Sylvania, Ohio. Assistance Dogs help individuals with disabilities achieve greater independence.
Stepping into 2025, SJS is filled with gratitude and excitement as we celebrate our 30th year serving you, our valued clients.
This Outlook includes a letter from Scott J. Savage on gratitude and excitement, what the yield curve means for you, planning financially for the new year, SJS puppy, and looking forward to Q1 2025.
SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.
SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.
We are proud to share our new office location in the historic River House building at 115 West Front Street, Perrysburg, OH 43551!
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?