Our Team

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.

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.

Hannah, a resident of Hookstown, Pennsylvania, joined the firm as an intern in the summer of 2025 and continues to contribute part-time as a Junior Financial Assistant while completing her degree. She is currently a student at Robert Morris University, where she is pursuing a Bachelor’s degree in Finance with a minor in Accounting and is expected to graduate in Fall 2026.

Hannah is an active member of the Financial Management Association and a Business Honor Society, reflecting her strong commitment to academic achievement and professional growth. She has earned the Securities Industry Essentials (SIE) certification and plans to further enhance her professional credentials by obtaining the Series 7 and Series 66 licenses in 2026.

Outside of her academic and professional endeavors, Hannah enjoys snowboarding and exploring her creativity through art in her free time.

Madeline is currently a resident of Canton, Ohio. She is originally from Corsicana, Texas, where she spent the early part of her childhood before relocating to Ohio. 

Madeline brings over eight years of experience in leadership, management, and customer service, having held roles that required team development and operational oversight. Throughout her career, Madeline has developed a diverse skill set that includes conflict resolution, process improvement, financial reporting, performance management, and cross-functional collaboration.

Madeline attended Ashland University on an academic scholarship and is enthusiastic to continue her education with Jumet Financial. Outside of work, she enjoys spending time with her son, traveling, sports, and playing games.

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.

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.