Our Team

Our Team

 
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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 over 21 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 21 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. 

 

James Remo

Registered Staff Member

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 of 2022, and James officially joined Remo Financial in May of 2023 with the goal of becoming an Advisor alongside Jeff and Erin.

James passed his FINRA Securities Industry Essentials exam in April 2023, Series 7 in October 2023, and is scheduled to take his Series 66 by February 2024.

James currently lives in Zelienople, PA. He spends his free time tinkering in the garage, hunting, fishing, cooking and traveling.

Jamie Lamendola

Unregistered Staff Member

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 other various roles including teaching, assisting with business management, and negotiating. She joined the Remo Financial team as administrative assistant in October 2023.

Jamie grew up in Springdale, PA and now resides in Verona, PA with her husband and their 3 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.