Our Team

Our Team

The people who work at Remo Financial not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely down-to-earth! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Jeffrey L. Remo, CFP®, CLU®, ChFC®

President and Founder

Jeffrey graduated from West Virginia University in 1988 with a degree in finance and has been in the financial services industry ever since. With more than 30 years of experience, Jeff has served as both a financial services professional as well as supervisor of securities operations for companies, including MetLife and AXA Advisors. Jeff has a loyal clientele, many who have been with him since the beginning. Jeff feels this is mainly due to his follow-through mentality—saying what he is going to do and then actually doing it!

Jeff has his FINRA Series 6, 7, 24, 63, and 65 securities registrations as a registered representative and investment adviser representative of Commonwealth Financial Network®.

Jeff is a native of Pittsburgh, Pennsylvania. He currently resides in Zelionople. His hobbies include reading, motorcycling, cooking, and music appreciation.

Erin Smith

Financial Advisor

Erin has been with Remo Financial for almost 18 years.  She was first hired in 2002, as a part time secondary administrative assistant, working 2 days a week.  At the time, she had 3 small children and was only looking for work while her kids were in school.  As the years went on, and the practice and her children grew, she went from part time to the full time executive administrative assistant.  Erin maintained this role for 17 years until we found ourselves again, growing.  Needing to add another financial advisor to our team, Jeff asked if she would be interested in obtaining the licenses to be that advisor.  She accepted the challenge, and passed her life insurance agent exam in April 2018, Series 7 in September of 2018 and finally her Series 66 in April 2019.  As of January 1, 2020, Erin is now a full time Financial Advisor.  Being with Jeff for the past 18 years has been the best learning experience.  She looks forward to working beside him and learning and growing even more. 

Erin and her husband live in Sarver PA.  They have 1 daughter and 2 sons who are all grown adults and a niece who they consider to be their 4th child.  In her spare time she enjoys cooking, exploring new restaurants and cuisine, traveling, yoga, biking or really any type of exercise but most of all spending as much time as she can with her family and friends. 

 

Taylor Walsh

Administrative Assistant

Taylor started with Remo Financial in May 2019.  Her responsibilities here are too long to list but one of the most important being to greet clients either on the phone or in person and make them feel welcome.  Her warm and shining personality takes care of that.  Taylor’s exceptional organizational skills keep Jeff and Erin on track and the office running smoothly.   Her previous experience includes Salon Management with many years of customer service which has made her a great person to maintain the high standard of servicing our clients at Remo Financial.

Taylor lives in Harmony, PA.  In her spare time Taylor enjoys spending time with her family and friends, cooking, traveling,  trying new restaurants, attending Pittsburgh sporting events, and kayaking in warm weather.