We believe people of all ages and financial ability should feel empowered to make smart decisions regarding their money. Whether you’re just starting out, balancing a career, managing a household or planning for retirement – we’re here to help.
With no account minimums and a team of experienced Financial Advisors, we will work with you to develop an action plan around your short- and long-term financial goals.
Contact an Advisor
Founder and President
Brian founded Jemma Financial in 2016 and has over 35 years of experience in the financial services industry with an emphasis on asset management and retail distribution. Brian started his career in 1986 at Alex. Brown and later founded Harborside Group and Cromwell Investment Advisors, two specialty asset management related companies in 2004 and 2021, respectively. At Jemma Financial, Brian is responsible for the firm’s strategic direction.
Wealth Investment Advisor
Bill is a Chartered Financial Analyst® with more than 30 years of investment experience. At Jemma Financial, he works with individuals and their families to execute their wealth strategies and manage their investments. Prior to joining Jemma, Bill previously held executive positions in the Investment and Wealth Management areas of PNC Bank.
Vice President, Client Advisor
Katie joined Jemma Financial in 2018 and serves in a dual role as client advisor and operations manager. Katie has over 18 years of investment experience, most recently with PNC Wealth Management. At Jemma Financial, she works with individuals through every stage of their financial journey from wealth accumulation to wealth preservation.
Client Advisor
Gay joined Jemma Financial in 2021 and has over 20 years of investment advisory and retirement plan consulting experience. Previously, Gay was at Brown Advisory, Northeast Foods and Alex. Brown. At Jemma Financial, she helps small businesses design and manage their retirement plans. She also works with plan participants to help them better understand investment concepts.
Research Analyst
Jason joined Jemma in 2021 after receiving an MBA from Shenandoah University. As a research analyst, Jason focuses on market research and performs product analysis that is incorporated in client portfolios and within the firm’s investment materials.
Director of Marketing
Megan has over 20 years of experience in the financial service industry and oversees Jemma’s marketing and branding efforts. With an emphasis on personal financial planning, Megan provides clients with insightful investment related communications.
Compliance Manager
Darcy has over 15 years of experience in the retail financial services and asset management industries working in a variety of roles. At Jemma Financial, Darcy serves as a compliance manager utilizing her prior experience working with high- net worth clients and retail investors
Graphic Designer
Courtney has over 5 years of experience in creative design and marketing strategies. At Jemma Financial, Courtney is responsible for developing creative design collateral as well as brand management.
Need assistance? Call 855.662.2121 or email info@jemmafinancial.com
Important Notice
You are now leaving the Jemma Financial Services website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.