Our Team

Jan, a resident of Scottsdale, Arizona, and Darlington, Pennsylvania, founded Jumet Financial and brings over thirty-five years of investment industry experience to our team.

Prior to founding Jumet Financial, Jan most recently served as Chief Compliance Officer of Grantham, Mayo, Van Otterloo, a Boston-based investment firm managing over $100 billion in assets. Before GMO, he served on the Executive Management Committee of Babson Capital Management LLC, where he oversaw the firm's business strategy and held overall responsibility for its compliance program across a broad array of investment disciplines covering over $110 billion in assets under management.

Jan also served as President of Babson Capital Securities Inc., a limited-purpose broker/dealer. He 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, 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 asset management, where he held management and senior management positions in relationship management for institutional and high-net-worth clients, as well as investment management sales and portfolio analysis roles across Mellon's thirteen investment subsidiaries, which managed equity, fixed income, hedge, and alternative assets across numerous strategies and products. Jan also served in the Air National Guard and Army National Guard for over eight years.

Jan is an alumnus of Kent State University in Kent, Ohio, with a B.B.A. in Finance, and of Duquesne University in Pittsburgh, Pennsylvania, with an M.S. in Tax and a Juris Doctor. He was a member of the Pennsylvania Bar Association and the American Bar Association and maintains his legal license with the Commonwealth of Pennsylvania.

Jan is registered with LPL Financial (Series 7, 24, and 63), a full-service broker/dealer and member of FINRA and SIPC, and with Western Wealth Management (Series 65). He also holds various state insurance licenses for Life, Accident and Health, Long-Term Care, Disability, and Variable Annuities.

He is the Founder and former Chairman of the Board of the Jumet Charitable Foundation, serves as 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 of the American Cancer Society in Beaver County, Western Pennsylvania.

Jesse, a resident of Beaver Falls, Pennsylvania, brings over five years of experience to our team.

Prior to joining Jumet Financial in 2018, he worked in the insurance industry as a life and health insurance agent.

Jesse is a Cum Laude graduate of Robert Morris University in Moon Township, Pennsylvania, with a Bachelor of Science in Business Administration, a concentration in Finance, and a minor in Accounting.

Jesse obtained his Certified Financial Planner® (CFP®) certification in 2021. He is registered with LPL Financial (Series 7), a full-service broker/dealer and member of FINRA and SIPC, and with Western Wealth Management (Series 66). Jesse also holds state insurance licenses in life and health.

Bailey, a resident of Canton, Ohio, joined Jumet Financial in 2026.

Prior to joining the firm, Bailey interned at the Federal Reserve Bank of Cleveland as a Statistics Intern and at Midtown Capital Advisors as a Finance Associate.

Bailey is a Magna Cum Laude graduate of John Carroll University in University Heights, Ohio, with a Bachelor of Science in Economics.

Bailey is registered with LPL Financial (Series 7), a full-service broker/dealer and member of FINRA and SIPC.

Outside of work, she enjoys playing the guitar and attending performances at Playhouse Square in Cleveland.

Madeline, a resident of Canton, Ohio, brings over eight years of experience in leadership, management, and customer service to our team.

Throughout her career, Madeline has held roles requiring team development and operational oversight, developing 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.

Outside of work, she enjoys spending time with her son, traveling, sports, and playing games.

Melissa, a resident of St. Louis, Missouri, brings over twenty-five years of experience in the financial services industry to our team.

Prior to joining Jumet Financial in 2017, Melissa served as Director of Compliance at Babson Capital, in charge of regulatory compliance. Her responsibilities included oversight of the firm's policies and procedures, forensic testing of its compliance program, and development and execution of its training program.

Before 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 of the University of Missouri–Columbia with a Bachelor of Science in Business Administration and a concentration in Finance.

She holds certifications in Fiduciary and Investment Risk Management and in Investment Advisor compliance oversight, and is a certified Six Sigma green belt in process improvement.

Carrie, a lifetime resident of Koppel, Pennsylvania, brings over twenty-four years of experience to our team.

Prior to joining Jumet Financial in 2022, Carrie worked for a large TPA firm as a Trading Specialist, where her responsibilities included monitoring daily trading functions, performing retirement plan duties, and leading all aspects of the company's annual SSAE audit. Over the course of her career, she has 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 earned an Associate of Applied Science degree.