Team

Financial PlannerCJ joined Athlon Advisors at the beginning of 2026. He is a State College native and a graduate of Slippery Rock University where he earned his Bachelor of Science in Sport Management. Prior to Joining Athlon Advisors, CJ spent 13 years in the Sports and Entertainment industry. His career took him to Virginia, [...]

Financial Advisor Practical, Understanding and Approachable. With over 25 years of working in the financial services industry, Scott has had the opportunity to work with some of the top financial institutions and advisors in the Mid-Atlantic. This experience has allowed him to develop a unique perspective when it comes to providing practical solutions [...]

Financial Planner Jared joined the Athlon Advisors in July 2024. The philosophy of “together we are stronger” has guided Jared through his career of helping others articulate and achieve their objectives. With his varied professional roles, Jared is looking forward to meeting and working with Athlon clients in actualizing their goals. The value [...]

Client Services Associate Grace joined 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, and making a [...]

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 the [...]

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, someday, [...]

Trading and Operations Associate Joe joined the Athlon Advisors team in 2021. As a trading and operations associate, he helps manage in-house proprietary models and proposes/executes changes when necessary. Joe has a passion for investment research and is always looking for the next generation of great businesses. He has a focus on fundamentals, [...]

Insurance Broker Lucas is a passionate business professional. His unique focus is ensuring his clients are covered for all of life’s most unexpected events. Lucas came to Athlon Advisors in 2020 after beginning his insurance career in 2018. As an independent insurance broker with Athlon Advisors, Lucas is able to provide more plan [...]

Financial Advisor/Client Services Colt came to Athlon Advisors in 2019. As an independent financial advisor, Colt works with individual clients as well as small businesses. He also administers the area of client services for all clients in the company. Colt describes the best part of his job as having the opportunity to interact [...]

Client Relationship Specialist Pamela joined our team in 2019. She has extensive experience in customer service. As our Client Relationship Specialist, Pamela is our first point of contact with clients and prospects. She loves the interaction with them and helping them get started with reaching their financial goals by setting up appointments to [...]