Team

Administrative Assistant Courtney recently joined us in March 2022. She is our newest member to the Administrative team, and will be a great addition to our office with her outgoing personality and rapport.  Her main focus will be preparing reviews for advisors. Courtney was born and raised in Irving, Texas with her four [...]

Client Services Associate Grace recently joined the Athlon Advisors at the beginning of 2022. She administers the area of client services for all clients in the State College branch. Her prior background in the hospitality industry alludes to her motivation to assist clients. Grace is looking forward to learning new skills, helping people, [...]

Financial Planner With a comprehensive, data-driven, and holistic financial planning philosophy, Mark is a great listener who focuses on your goals. Given your targeted aims, he strategizes how to best meet them, as well as how your individual accounts and policies fit into your larger life and financial pictures. Whether it’s investing for [...]

Financial Planner "Talk about a dream, try to make it real" Bruce Springsteen, Badlands For Jim, a native New Yorker who spent his middle school and high school years in New Jersey, Springsteen proved to be entertainment and at times inspiration. The above quote is the basis of his financial planning philosophy. "Oh, [...]

Tax Preparer Before coming to Athlon Advisors, Tom enjoyed 27 years as a police officer in a major metropolitan police department and retired as a lieutenant. When Tom began contemplating retirement, he decided to seek out other opportunities to continue helping people, similar to police work, and decided to fall back on his interest [...]

Paraplanner Megan has been interning with us for several years during her high school and college summer and winter breaks.  She began working part-time in the summer of 2021 and accepted a full-time position in December 2021. Megan graduated from Texas Tech University with a Bachelor's degree in Personal Financial Planning in December [...]

Executive Assistant Melody began with us in May of 2014. You will come to know Melody best as she maintains scheduling for the four advisors here at Athlon Advisors. As our Executive Assistant, Melody is instrumental in meeting the needs of our clients through updating personal and account information, such as: name or [...]

Administrative Assistant Jessica began with us in August of 2017. You will come to know Jessica's voice best as she is the one who will be the first to answer the phones when you call our office. She also maintains scheduling for the four advisors here at Athlon Advisors. As our Administrative Assistant, [...]

Senior Executive Assistant Janet is the most tenured of our support staff, as she has been with the company since 2005.  Janet started with us as a part-time assistant and has become a full-time asset to the background workings of the firm. Janet’s primary responsibilities as Senior Executive Assistant include processing new accounts [...]

Wealth Advisor Jared is a Registered Representative of Cambridge Investment Research, Inc. a Broker/Dealer member FINRA/SIPC, and an Investment Advisor Representative with Cambridge Investment Research Advisors, a Registered Investment Advisor. He maintains Series 7 and 66 securities registrations with Cambridge Investment Research, Inc. and holds Life, Accident, and Health Insurance licenses in the [...]