Our Team

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 has been with Remo Financial for over 23 years. She was first hired in 2002, as a part-time secondary administrative assistant working two days a week. At the time, she had three 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 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, her FINRA Series 7 securities registration in September 2018, and finally her FINRA Series 66 securities registration in April 2019. Erin has been a full-time financial advisor since 2020. Being with Jeff for the past 23 years has been the best learning experience. As of January 2025, she is now a proud equity owner in the company.  She looks forward to working alongside James and Jeff in growing the company and maintaining the reputation of Remo Financial.  

Erin and her husband live in Sarver, Pennsylvania. They have one daughter and two sons who are all grown adults and a niece who they consider to be their fourth child. She is also now "Nonna" to 6 grandkids. In her spare time, she enjoys cooking, exploring new restaurants and cuisine, traveling, yoga, biking, but most of all spending as much time as she can with her family and friends.

James graduated from the University of Pittsburgh in 2021 with a degree in Finance and Supply Chain Management, and a minor in economics. James began his career in the oil and gas industry in 2020, working for Williams across various operations and finance departments in Tulsa, Oklahoma. Jeff approached James about joining the family business in November 2022, and James officially joined Remo Financial in May 2023 with the goal of becoming an advisor alongside Jeff and Erin. James became a full-time financial advisor as of April 1, 2024.

James passed his FINRA Securities Industry Essentials exam in April 2023, obtained his FINRA Series 7 securities registration in October 2023, his FINRA Series 66 securities registration in February 2024, and his Pennsylvania Insurance License in September 2025. He is currently pursuing additional professional designations.

James currently lives in Pittsburgh, Pennsylvania. He spends his free time outdoors, cooking, and traveling.

Jamie graduated from Saint Francis University in 2010 with a bachelor's degree in Elementary/Special Education followed by a master's degree in Curriculum and Instruction from Gannon University in 2013. Jamie has a unique professional skillset as she previously spent time in various other roles including teaching, assisting with business management, and negotiating. She joined the Remo Financial team as an administrative assistant in October 2023.

Jamie grew up in Springdale, Pennsylvania, and now resides in Verona, Pennsylvania, with her husband and their three dogs. In her spare time, she enjoys concerts, traveling, the beach, trying new restaurants, attending all Pittsburgh sporting events, and always cherishes time with her family and friends.