The Jumet Financial Team has over one hundred years of combined experience on all sides of the investment industry, including planning, investment management, operations, and regulatory compliance.
The Team prides themselves on their educational depth and business experience, and will bring a wealth of investment industry experience and broad professional expertise to their clients’ needs.
To learn more or speak with a member of the team, contact the Jumet Financial Team at 724-384-8758.
Phone: 724-384-8758
Mobile Phone: 724-944-0159 (voice only)
Jan, a resident of Scottsdale, Arizona and Darlington, Pennsylvania, founded Jumet Financial and brings to you over thirty-five years of investment industry experience.
Prior to founding Jumet Financial, Jan most recently served as the Chief Compliance Officer of Grantham, Mayo, Van Otterloo, a Boston based investment firm managing over $100 billion in assets. Prior to joining GMO, he served on the Executive Management Committee of Babson Capital Management LLC.
In addition to his responsibilities in overseeing the firm’s business strategy and stewardship on the Executive Committee, Jan had overall responsibility for Babson Capital’s compliance program across the firm’s broad array of investment disciplines covering most all investment strategies and over $110 billion in assets under management.
Additionally, Jan served as the President of Babson Capital Securities Inc. a limited purpose broker/dealer. Jan joined Babson Capital from Mellon Institutional Asset Management (MIAM) in Boston where he served as Senior Vice President and Chief Risk and Compliance Officer of MIAM, as well as Chief Compliance Officer of Mellon Institutional Funds and CEO of Mellon Funds Distributor.
The majority of Jan’s fourteen year career at Mellon was in the asset management business where he held various management and senior management positions in relationship management for institutional and high net worth clients, and in investment management sales and portfolio analysis roles for Mellon’s thirteen investment subsidiaries that managed equity, fixed, hedge, and alternative assets in numerous strategies and products. Jan also served in the Air National Guard and Army National Guard for over eight years.
Jan is registered with LPL Financial (Series 7, 24, & 63), a full service broker dealer and member of FINRA and SIPC, as well as Western Wealth Management (Series 65). Jan also holds various state insurance licenses for Life, Accident and Health, Long Term Care, Disability and Variable Annuities.
He is an alumnus of Kent State University, Kent Ohio with a B.B.A. in Finance, and Duquesne University, in Pittsburgh, Pennsylvania with a M.S. in Tax and a Juris Doctor. Jan was a member of the Pennsylvania Bar Association and the American Bar Association and maintains his legal license with the Commonwealth of Pennsylvania.
He is the Founder and Former Chairman of the Board of the Jumet Charitable Foundation, serves as the Managing Member of the McS Charitable Foundation, founded Jumet Financial Tax Services, and has previously served as Chairman of the Board of Viatronix, Inc. and as a Board Member with the American Cancer Society in Beaver County, Western Pennsylvania.
Phone: 724-384-8758
Mobile Phone: 412-527-4702 (voice only)
Jesse, a resident of Beaver Falls, Pennsylvania adds over five years of experience to our team.
Prior to joining Jumet Financial in 2018, he worked in the insurance industry as an agent in life and health insurances.
Jesse is a Cum Laude graduate from Robert Morris University in Moon Township, Pennsylvania with a Bachelor of Science in Business Administration, a concentration in Finance, as well as a minor in Accounting.
Jesse obtained his Certified Financial Planner® certification in 2021, and is registered with LPL Financial Series 7. He is a full service broker/dealer, a member of FINRA and SIPC, and holds a Western Wealth Management (Series 66). Jesse also holds state insurance licenses in life and health.
Phone: 724-384-8758
Mobile Phone: 412-525-3072 (voice only)
Samuel, a resident of Pittsburgh, Pennsylvania, joined Jumet Financial in 2022.
Samuel is a Magna Cum Laude graduate of Robert Morris University with a Bachelor of Arts in Economics. During his time at Robert Morris University, Samuel was a member of the Robert Morris University Honors Program and he earned the 2023 Outstanding Student in Economics Award.
Samuel is registered with LPL Financial (Series 7), a full-service broker/dealer and member of FINRA and SIPC. Samuel obtained his Certified Financial Planner® certification in 2025. He is also registered with Western Wealth Management and LPL Financial (Series 66). Samuel also holds state insurance licenses in life and health.
Phone: 724-384-8758
Mobile Phone: 724-312-6676 (voice only)
Grace, a resident of Beaver Falls, Pennsylvania, joined Jumet Financial as a full-time employee in 2025. She is a Magna Cum Laude graduate of the University of South Florida with a Bachelor of Science in Finance. She was also a member of the Student Finance Association.
Prior to joining Jumet Financial as a full-time employee, she was an intern through the Summer and Fall of 2024. During that time, she assisted in different aspects of the company, specializing in client service. Grace is registered with LPL Financial (Series 7), a full-service broker/dealer and a member of FINRA and SIPC. She is also registered with Western Wealth Management and LPL Financial (Series 66).
In her spare time, she enjoys traveling and exploring new places with her family whenever she gets the chance.
Phone: 724-384-8758
Mobile Phone: 480-825-3324 (voice only)
Kai, a resident of Fountain Hills, Arizona, joined Jumet Financial in the summer of 2025. He graduated Magna Cum Laude from Malone University in Canton, Ohio, in May 2024, earning a Bachelor of Science degree in Finance, Business Administration, and Computer Science. In May 2025, Kai went on to complete his Master of Business Administration (MBA) from Malone University, with a track focus in Data Analytics.
During his time at Malone University, Kai was an active member of the Student Managed Investment Fund Club, serving as the club’s president during his post-graduate year. He was also a collegiate athlete, spending his entire baseball career as a pitcher for Malone University. Kai earned recognition as an All-Academic athlete and was named to the Great Midwest Athletic Conference All-Academic Team from 2021 through 2025.
Outside of work, Kai enjoys staying active by golfing and participating in various sports activities.
Kai is registered with LPL Financial (Series 7), a full-service broker/dealer and a member of FINRA and SIPC. He is also registered with Western Wealth Management and LPL Financial (Series 66).
Phone: 234-999-1401
Mobile Phone: 330-949-7455 (voice only)
Madeline is currently a resident of Canton, Ohio. She was born in Corsicana, Texas where she spent the first half of her childhood before relocating to Ohio.
Madeline has eight years of experience in leadership, management, and customer service where she specialized in conflict resolution, overseeing operations, and generating financial reports.
Madeline attended Ashland University with an academic scholarship and is enthusiastic to continue her education with Jumet Financial. Her three favorite things are her son, traveling, and playing games.
Phone: 724-384-8758
Mobile Phone: 724-987-0214 (voice only)
Lainah, born and raised in Industry, Pennsylvania, joined Jumet Financial in 2025 as a full-time employee. Lainah is a graduate of Western Beaver High School in Industry, PA. She is currently working towards a degree in Business Management at the Community College of Beaver County. Lainah actively participates on the CCBC Volleyball team and is a member of the Honors Program.
Prior to joining Jumet financial as a full-time employee she was an intern throughout the Summer and Fall of 2024. During this time, she helped with all aspects of the company including client service, marketing, and operations.
Along with participating in sports, Lainah enjoys being outdoors, and going to the gym. She also loves to spend time with her friends and family.
Phone: 724-384-8758
Mobile Phone: 314-629-7796 (voice only)
Melissa, a resident of St. Louis, Missouri, adds over twenty-five years of experience in the financial services industry to our team.
Prior to joining Jumet Financial in 2017, Melissa worked at Babson Capital as Director of Compliance in charge of regulatory compliance. Her responsibilities included oversight of the firm’s policies and procedures, forensic testing of the firm’s compliance program and development and execution of the firm’s training program.
Prior to that, she worked at Bank of America leading a team of compliance professionals responsible for compliance support of portfolio management and trading functions across multiple asset classes, including domestic and international equity as well as short and long-term fixed income strategies.
Melissa is a graduate from the University of Missouri — Columbia with a Bachelor of Science in Business Administration with a concentration in Finance.
In addition to her compliance experience where she has received certifications in Fiduciary and Investment Risk Management and Investment Advisor compliance oversight, she also has experience in Six Sigma methodology and holds a green belt certification in process improvement.
Phone: 724-384-8758
Mobile Phone: 724-683-4307 (voice only)
Carrie, a lifetime resident of Koppel, Pennsylvania, adds over 24 years of experience to our team.
Prior to joining Jumet Financial in 2022, Carrie worked for a large TPA firm as a Trading Specialist. Her resposibilities included monitoring daily trading functions, performing plan retirement duties, and was the lead for all aspects of the company's annual SSAE Audit. Over the span of her career, she served in a variety of capacities, including Administrative Assistant, Retirement Plan Consultant, Operations, Project Management, and Implementations.
Carrie attended the Community College of Beaver County where she received her Associate Degree in Applied Science.
