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NEWTOWN, PA — October 6, 2026 — Anthony Petsis & Associates, Inc., an independent fiduciary wealth advisory firm serving Bucks County and Philadelphia-area families since 1980, is proud to announce that Lauren Jirele, the firm's Director of Client Services & Operations, has been honored with the Client Advocate Award at Osaic's Service Excellence Staff Symposium.
The Client Advocate Award recognizes support professionals who consistently prioritize client needs, ensure exceptional follow-through, and serve as a trusted liaison between advisors, clients, and operations. Lauren was selected from among support staff across Osaic's national network of financial professionals.
Lauren's path at Anthony Petsis & Associates is a homegrown success story. She joined the firm as an intern in 2016, earned a full-time position, and rose to lead the firm's client service operations. Along the way, she has guided the practice through three broker-dealer transitions — rewriting policies and procedures each time to keep client service seamless — and has become the face of new business for the firm, managing the onboarding experience for every new client relationship.
Her advocacy extends beyond the office as well. Lauren plans and executes the firm's signature client appreciation events each year, including an Eagles tailgate, a bus trip to a Phillies game, and a Galentine's celebration for the women the firm serves.
"Lauren embodies what it means to put clients first," said Tony Petsis, CLU®, ChFC®, Founder and President at Anthony Petsis & Associates, Inc. "She has grown from an intern into the backbone of our client experience, and our clients know that when Lauren is handling something, it's going to get done right. This recognition from Osaic is richly deserved, and we could not be prouder of her."
"I'm honored to receive this award," said Lauren. "Our clients place tremendous trust in our team, and making sure every one of them feels heard and taken care of is the best part of my job. This recognition really belongs to the whole team and the clients who make this work so rewarding."
The Client Advocate Award adds to the firm's recent history of industry recognition. In 2025, all four of the firm's financial advisors were named InvestmentNews 5-Star Financial Planners.
To learn more about Anthony Petsis & Associates, please visit www.apetsis.com.
Anthony Petsis & Associates, Inc. is an independent fiduciary wealth advisory firm located at 401 South State Street in Newtown, Pennsylvania, serving successful families and businesses throughout Bucks County and the greater Philadelphia region. Since 1980, the firm has guided its clients as fiduciaries, delivering comprehensive, people-centered advice across retirement income planning, tax planning, estate strategies, risk management, and special needs planning. With a legacy spanning two generations, the firm's vision encompasses a focused plan to serve the financial needs of future generations for the next 100 years. For more information, visit www.apetsis.com.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Anthony Petsis & Associates, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The Client Advocate Award was issued on 9/1/2026 and reflects the nominee's contributions during the previous 12 months. Lauren Jirele consistently prioritizes client needs, ensures follow-through, and serves as a trusted liaison between financial professionals, clients, and operations.
The 5-Star Financial Planner recognition is based on a nationwide survey conducted by InvestmentNews between November 18 and December 13, 2024, to recognize outstanding financial planners in America. Nominations required confirmation from the nominee's compliance team. The InvestmentNews team conducted an objective evaluation of each entry, benchmarking against other submissions to determine the winners. There is no fee to nominate. The award is not indicative of the advisor's future performance.
Third-party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Marc Butler Anthony Petsis & Associates, Inc. 401 South State Street, Newtown, PA 18940 (215) 968-6638 · marc@apetsis.com www.apetsis.com
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