Kathy joined Jacobi Capital Management in 2022 and has over 30 years of experience in the financial services industry. Kathy specializes in providing comprehensive financial planning services to individuals, families, and accomplished business owners.

Kathy enjoys being a part of charity groups which have included Impact 100 of Philadelphia, Langhorne Women’s Club and Vita Education Services.  Kathy now volunteers her time with Children’s Christmas Breakfast/Dream Divine.

Kathy resides in Langhorne, PA with her husband Doug. Together they have three children and four grandchildren. Spending time with their family and friends is most important.  Kathy and her husband also enjoy taking cross country road trips.

Brandan joined Jacobi Capital Management in 2024, bringing several years of financial planning experience and a deep passion for helping clients build confident financial futures. His journey began at eMoney Advisor, where he worked in the Financial Planning Group, developing solutions for complex financial plans. It was there that he discovered his true calling—helping individuals and families achieve confidence through thoughtful financial strategies.

With an energetic and client-focused approach, Brandan collaborates closely with clients to provide personalized advice, tailored wealth management services, and financial wellness strategies designed with a goal to turn aspirations into reality. He believes that financial planning isn’t just about numbers—it’s about empowering people to live their best lives.

Outside of work, Brandan is an avid golfer and a member of Fieldstone Golf Club. He currently resides in Kennett Square, PA, where he enjoys spending quality time with his girlfriend, running, biking, cooking, and diving into sports statistics. Whether he’s on the golf course or crafting financial plans, Brandan brings the same dedication, enthusiasm, and precision to everything he does.

Sara made a career transition from hospitality to join Jacobi Capital Management in 2023. Her background and leadership experience gave her a strong set of organizational and customer service skills that are valuable in her current role. As Office Coordinator, she manages office needs, handles accounts receivable and payable, and assists in event planning for the firm, while also greeting clients who either call or visit the office.

Her career change has given Sara a balance between work and her personal life. She attends hot yoga to unwind, enjoys painting as a creative outlet, while finding time to spend with friends, family, and her dogs.

Andrew R. Avellan, CFP®, CLU®, CHFC®, CBEC® joined Jacobi Capital Management in 2021. Previously, Andrew was a founding partner for an established wealth management firm, where he worked for 18 years providing wealth management solutions to high-net worth clients. Andrew specializes in delivering holistic and comprehensive financial planning services to business owners, executives, and their families. As an industry specialist, Andrew has been published in several media channels, including the Wall Street Journal, and was previously an ongoing contributor to Investopedia.com in the ‘Ask an Advisor’ section.

A graduate of Loyola University Maryland, Andrew and his wife Paige reside Gladwyne, Pennsylvania.

Eileen joined Jacobi Capital Management in 2023 as a Client Services Associate. Prior to joining Jacobi Capital, she worked for over 20 years at a publicly traded banking institution. She has experience managing banking deposit operations, loan servicing teams and many special request projects.  At Jacobi, Eileen assists the team with client requests and account maintenance. With a career that has focused on servicing clients with many different needs, Eileen has been a natural fit to the Jacobi client service team by bringing a unique skill set and knowledge of the industry.

A graduate of the University of Pittsburgh, Eileen has a Bachelor’s in Science in Statistics.  She has had a mind for numbers and figures ever since her childhood.  In her free time, she enjoys being with her family, helping out at her kids’ school, and cheering them on at sporting events.  Eileen resides in Larksville with her husband Mike and their two daughters.

Joe joined Jacobi Capital Management in 2025 as a Wealth Advisor. In this role, he delivers customized financial planning and wealth management solutions to clients. He has 11 years of experience in the financial services industry.

Before joining Jacobi Capital, Joe worked with intermediary and institutional clients at several investment management firms, including Coho Partners, Columbia Threadneedle Investments and Penn Capital Management. Joe seeks to help his clients pursue goals in all aspects of their financial lives, with a focus on investment, retirement, and estate planning needs. He is driven by his passion to deliver a high level of service to those who engage him.

Joe lives in Newtown Square with his wife, Christina, and their son, Anthony. He enjoys reading, fitness, cooking, Philadelphia sports and spending time with family. A graduate of West Virginia University, Joe has a Bachelor of Science in Finance and is a Chartered Financial Analyst® Charterholder.

Rick joined Jacobi Capital Management in 2024 and has nearly 20 years of experience in the financial services industry.   Previously, Rick was a principal and co-founder of Pillar Wealth Advisors, LLC, an SEC Registered Investment Advisor.   Entering the financial planning business in 2005 as a career change, Rick sought to utilize the deep finance, accounting, taxation and analysis experience gained during ten years as a CPA with Deloitte & Touche LLP, and a diverse ten years spent in corporate finance and accounting roles. Rick’s primary practice focus is leading the development of integrated and insightful financial plans for successful individuals and business-owners, believing that the “context” provided by a clear financial plan is critical to an effective investment plan, insurance plan, estate plan and business succession plan.

Rick is a graduate (Cum Laude) of University of Delaware, and is very active in local philanthropic organizations throughout Chester County, PA. He and his wife, Debbie, live in West Chester, PA. Rick enjoys golf, the Jersey Shore, great wine, and flying the airplane he built himself.

Kyle entered the financial planning business in January 2014 after starting his career in the healthcare industry assisting physicians launch and maintain their own private practice.  Understanding of the unique challenges and opportunities business owners face, Kyle’s primary goal is empowering others to make the appropriate financial decisions.

Kyle is passionate about building long term relationships and developing custom financial plans tailored to strive to achieve the goals and dreams of his clients.

Kyle is a proud fighting “Blue Hen” from the University of Delaware.  He currently resides in Chester County, PA and enjoys, golfing, growing hot peppers, and spending time with family.

Mike Bree entered the financial services industry in 1990 and strives to help successful entrepreneurs and professionals develop plans to make work optional and keep their family in business. He is committed to being an advocate for the families he serves, while seeking to ensure their wealth helps their family grow and thrive together.

Mike was co-founder of Pillar Wealth Advisors, LLC and helped to grow the business by aiming to enhance clients’ financial lives. In 2024 Mike had the opportunity to join Jacobi Capital Management, LLC with a goal to help enhance the client experience and enhance client opportunities.

Mike served on the Pillar Wealth Advisors Investment Committee and has held several notable positions, including past Chair of the Penn Mutual National Advisor Council, former Advisory Board Member of eMoney Advisors, LLC., past President of the Society of Financial Services Professionals of Delaware, and past Board Member of the Plumbing, Heating, and Cooling Contractors of Delaware.

Mike is a member of Fieldstone Golf Club, Caves Valley Golf Club, and Wilmington Country Club. He currently serves as the Board Chair of First Tee-Delaware, a Director for the Evans Scholar Foundation, and is the past Co-Chair of the Make-A-Wish Delaware Golf Tournament. He resides in Kennett Square, PA, with his wife, Marijoy, and their four children. Mike enjoys golf, reading, great wine, and spending time with his family.

Alyssa joined Jacobi Capital Management in 2024, bringing over a decade of expertise as a Client Experience Specialist. She plays a pivotal role in overseeing the operational management of client accounts, and striving for accuracy, efficiency, and seamless execution. In addition to her operational responsibilities, Alyssa is dedicated to building strong relationships and continuously enhancing the overall client experience. Her commitment to delivering exceptional service reflects her passion for understanding client needs.

Alyssa is a graduate of West Chester University and a Notary Public in the State of Delaware. She resides with her husband and two daughters in Montgomery County, PA.

Helena joined Jacobi Capital Management in 2024 and has over 2 decades of experience in the insurance and financial services industry. With nearly 25 years of experience in the financial sector, Helena has had the privilege of working with numerous clients and organizations. Her journey began in 1997 as a personal financial analyst and in 1998 became an insurance agent, where she honed her skills at financial planning and risk management.

In 2000, she transitioned to working closely with the Regional Senior Vice President of Commercial Lending. This role allowed her to delve into the intricacies of corporate finance and lending. By 2002, she was collaborating with the Managing Director for Private Wealth Management. As a senior officer’s assistant and sales assistant, she gained firsthand insights into high-net-worth client relationships. Her passion for personalized financial services and solutions drove her to thrive in this dynamic environment.

Fast forward to 2009, when she joined another leading Financial Services Firm as a client relationship assistant. Here she continued to build strong connections with clients, assisting the Senior Vice President and Managing Director in providing tailored services to help see that the client’s financial goals remained on track.

Prior to joining Jacobi Capital Management, Helena served as the Director of Operations for a small financial advisory firm in Greenville, South Carolina. She played a crucial role in ensuring the smooth functioning of the firm. Her experience in managing the day-to-day operations, optimizing processes, and supporting the team undoubtedly contributed to the firm’s growth. Helena’s commitment and unwavering dedication to clients have been the cornerstone of her career.

Both Helena and her husband David, natives of Pennsylvania, now reside in Simpsonville, South Carolina.

Steve joined Jacobi Capital Management in 2022 and has over 20 years of experience in the financial services industry. Previously, Steve worked with an established wealth management firm where he provided financial planning and wealth management solutions to high-net-worth individuals as well as business owners. Steve, prior to joining the financial services world, practiced law for 18 years in Washington DC and the Commonwealth of Pennsylvania.

A graduate of the State University of New York at Buffalo and the American University, Washington College of Law, Steve resides in Doylestown, Pennsylvania with his wife Elin.

Tom joined Jacobi Capital Management in 2022 as a Wealth Advisor. He is driven by his passion to deliver excellent service and to help clients pursue their goals.

As a Wealth Advisor, Tom delivers customized financial planning and wealth management solutions to clients. He takes the time to ask the hard questions and listens carefully to his clients’ needs and wishes to create a path that is suitable for their specific goals. With a focus on individual investors, families and small businesses, Tom seeks to help his clients succeed in all aspects of their financial lives.

Tom began his professional career at Merrill Lynch as an Advisor. A graduate of Bucknell University, Tom has a BS in Business Administration. He is a member of the Wyoming Seminary Alumni Council and in his free time, he enjoys golf, basketball and exploring the outdoors. He lives in Jackson Township with his wife Anntoinette and their dogs Norman and Newman.

Amanda joined Jacobi Capital Management in 2022 as an Operations Associate from a banking background. She handles the facilitation of client requests and account maintenance. Amanda works closely with advisors to service clients as seamlessly as possible, making the office run efficiently and smoothly.

In her free time, Amanda enjoys making crafts, exploring the outdoors and traveling. She lives in Luzerne with her cat Jackson.

Karen joined Jacobi Capital Management in 2021 following an eight-year career in the financial services industry. Her natural interest in helping people led her to pursue a career as a financial advisor. Karen started her career as a financial advisor at MassMutual Eastern Pennsylvania focusing on helping families that have a loved one with special needs plan for their futures.

Karen works with individuals, families and business owners who are often too busy and overwhelmed with all the decisions that go into building and preserving wealth. She is passionate about educating her clients and being a resource for them. As a single mother to 2 young boys she understands the challenges her clients face especially during a time of transition. When working with her clients she takes them through a simple process to uncover their goals and help them automate their savings so they can focus on what’s important to them.

Karen is very involved in her community and enjoys donating her time to various causes and nonprofits. She is a member of the Pittston Rotary Club and the 2020 Women on Boards Wilmington Leadership Committee. In her free time, she enjoys traveling, yoga, and her favorite, Friday date nights with her sons, Levi and Tyler.

Sabrina joined Jacobi Capital Management in 2019, prior to which she spent 18 years as the Director of Operations for a local financial advisory firm. Sabrina’s responsibilities include supporting the firm’s back office investment related activities as well as maintaining the Customer Relationship Management technology platform.

Sabrina lives in Royersford, PA with her beloved dog Fudgie.

Fritzie joined Jacobi Capital Management in 2002 as a Front-Desk Associate. She handles the facilitation of client requests and meetings, and daily office organization. She is the first face you will see in the morning at the office and always ready to greet you with a hot cup of coffee.

Fritzie graduated from Meyers High School in 1953. Before joining Jacobi, Fritzie worked in a pharmacy and spent over 20 years running a petroleum business with her husband. She is an active member in her church and at one time she organized a rosary making club, which sent over 100,000 rosary beads to missions worldwide. Fritzie loves spending time with her family including 3 daughters and sons-in-law and 5 grandchildren. She resides in Wilkes-Barre, Pennsylvania.

Olivia joined Jacobi Capital Management in 2014 from a non-traditional finance background. As a Client Services Associate, Olivia handles client requests and account maintenance. Olivia primarily works with advisors to help families and business owners. Her natural desire to help positively impact people’s lives has helped her tremendously when assisting clients in college planning and business succession planning.

Olivia graduated from King’s College with a Bachelor’s of Science in Biology. In her free time, she enjoys swimming, golfing, crocheting, traveling, and painting. She also has a little sister through the Big Brothers/Big Sisters organization, and is a member of the Wyoming Area Kiwanis Club.  Olivia lives in Exeter with her dogs Lily and Daisey.

Rosalie joined Jacobi Capital Management in 1999 as a Front-Desk Associate. She handles the facilitation of client requests and meetings, and daily office organization. Rosalie is one of the first faces you see as you walk through the door at Jacobi, so let her warming personality put your mind at ease.

Rosalie graduated from Misericordia University with a degree in home economics and a minor in science. After graduating, Rosalie spent some time working as a dietician in the Williamsport Hospital. In her free time, Rosalie enjoys being a part of golf leagues, reading, entertaining guests, being an active member of her church, and spending time with her 2 sons and 3 grandchildren. She resides in Wilkes-Barre.

Robert graduated from Wilkes University in 1999 with a degree in Business Administration and concentrations in Marketing & Finance.  Robert began his professional career in the pharmaceutical industry working for TAP Pharmaceuticals, Inc. and Prometheus Laboratories.  After almost 10 years of healthcare experience, Robert finally knew it was time to pursue his real passion.  In 2009 Rob accepted a position with Merrill Lynch as an Advisor.

During his tenure with Merrill Lynch, Rob built a business by helping families pursue their personal and financial goals.  In 2018, Rob decided Jacobi Capital Management was a better fit for the families and institutions he represented and made the switch.  Rob specializes in investments, retirement and estate planning and insurance needs.

Rob lives in Dallas with his wife Liza and their three children, Samuel, Anna and George.  Robert enjoys reading, cooking, traveling, the Philadelphia Eagles and quiet evenings with his family.

Amy joined Jacobi Capital Management in 2018, bringing with her over 6 years of experience within the financial services industry. After graduating from Bloomsburg University with a degree in Finance, she began her career with Merrill Lynch.  She holds the Accredited Investment Fiduciary® (AIF®) designation.

Within the community, Amy serves on the Board of Directors for the Boys & Girls Clubs of NEPA. Residing in Clarks Summit with her husband Gene and their sons, Patrick and Michael, she enjoys cooking, golfing and vacations near the water.

The Accredited Investment Fiduciary® (AIF®) designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards.

William joined Jacobi Capital Management in 2014 and has over 20 years of experience in the financial services industry. Previously he was a Senior Partner for a leading wealth management firm where he worked for over 13 years as a member of the firm’s senior management team. William specializes in delivering comprehensive financial planning services to individuals, families, and accomplished business owners.

A graduate of Villanova University, William lives in Glen Mills, Pennsylvania with his wife Silvana and their two children.

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​Anthony joined Jacobi Capital Management in 2014 and has over 29 years of experience in the financial services industry. Previously Anthony was a Senior Partner for an established wealth management firm, where he worked for over 20 years providing wealth management solutions to high net worth clients. Anthony specializes in delivering comprehensive financial planning services to individuals, families, and accomplished business owners. In addition, he recently achieved the Certified Business Exit Consultant designation which includes rigorous coursework in the area of business growth, as well as business exit and succession planning.

A graduate of West Chester University, Anthony resides in Media, Pennsylvania. 

Jason joined Jacobi Capital Management in 2017 and has over 15 years of experience in the financial services industry. Jason is a Certified Financial Planner®, a role that comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning.

Jason graduated from the University of Pittsburgh where he received a Bachelor of Arts Degree in Business & Economics. While at the University of Pittsburgh he was a starter on the men’s basketball team and later played 7-years of professional basketball in Spain, Germany, Italy and the United States. Jason is an avid golfer and a member at Applebrook Golf Club in Malvern, PA. He is now living his best life in King of Prussia, Pennsylvania while enjoying his three beautiful daughters.

​Michael started his career in financial services in 2012 and joined Jacobi Capital Management in 2017. In addition to working with individuals, Michael collaborates in the Corporate Wellness space, partnering with business owners and HR directors to help employees manage their financial situations.

Michael graduated from Pennsylvania State University and lives in Upper Moreland, Pennsylvania with his wife Nicole and their three daughters.

Jacqueline joined Jacobi Capital Management in 2014 and has over 20 years of experience in the financial services industry. She is responsible for the Berwyn branch’s operational activities.

Previously, Jacqueline worked for a leading wealth management firm in operations for over 15 years. She studied Business Administration at St. Joseph’s University and resides in Ridley Township, Pennsylvania with her two daughters.

Francis joined Jacobi Capital Management in 2017 and has almost 20 years of experience in the financial services industry. Previously he was a Senior Vice President for a comprehensive financial services firm where he worked for 13 years providing wealth management solutions.

Francis graduated from the University of Pittsburgh where he received a Bachelor of Arts Degree in Business & Communications. He currently resides in Phoenixville, Pennsylvania with his wife Karen and their two daughters.

​Mathew joined Jacobi Capital in 2017 and has over 35 years of experience in the financial services industry providing wealth management solutions to high net worth families. He began his finance career with a leading national brokerage firm and most recently had worked with a comprehensive financial services firm.

Mathew is a graduate of Drexel University where he received a degree in Business Administration.

Timothy has been with Jacobi Capital Management and its predecessor firm since 1993. His financial career has spanned over 30 years. Tim enjoys taking complicated issues and simplifying them for clients. He has always been fascinated by how people use their money, and how they can make their money more efficient. Working mostly with business owners and individuals who want to improve the sustainability of their lives and businesses, Tim provides investment management advice catered to every client’s needs.

Tim received his Bachelor of Science degree in Economics from Dickinson College. Outside of his Jacobi business, he is also licensed to sell Life and Health Insurance, and holds the Chartered Life Underwriter® designation from the American College. He was the former president of the Wyoming Business Club, Wyoming Rotary Club, and the Kingston Lions Club. Tim is also a former board member of the Catholic Youth Center and the Wilkes-Barre YMCA. In his spare time, Tim enjoys golfing, watching sporting events, spending time with his children, and traveling. He resides in Laflin, Pennsylvania with his wife Anita.

John joined Jacobi Capital Management in 2015 with over 15 years of wealth management experience. John began his career as a CPA and then proceeded to manage his family’s automobile business for 8 years. Wanting to have a greater impact on people’s lives, John began an investment management career in 2001 with a leading national brokerage firm. A desire to help people effectively plan for the future drove John to Jacobi. John works with high net worth individuals and their families, individuals with special needs, business owners and their corporate retirement plans and local non-profit organizations.

John earned his bachelor’s degree in Accounting from Villanova University and is a Certified Financial Planner ®. He has served as a board member on several non-profit organizations and is an advisory committee member to Allied Services. John is also the executive member of the Luzerne County Drug and Alcohol Executive Commission. In his spare time, John enjoys reading, playing golf, and spending time with his family. You can also catch John supporting the Villanova basketball team, the Notre Dame football team and the Philadelphia Eagles. John lives in Dallas with his wife Tina and two sons.

Joseph joined Jacobi Capital in 2009 with a desire to alleviate the stress of planning from clients’ lives. He spent the first 10 years of his career in different management positions within the telecommunications industry. While earning his MBA, he discovered a profound interest in finance.

Pursuing this newfound interest, Joe decided Jacobi would be the perfect place to advance his skills and make a difference in people’s lives. As a wealth advisor, Joe offers personalized financial services to each client. Primarily working with retail investors, businesses, and individuals planning for retirement, Joe’s focus is to help accomplish the goals his clients may have.

Joe earned his MBA from Wake Forest University and his Bachelor’s degree in Business Administration & Management from Bloomsburg University. In his spare time, Joe enjoys playing sports, spending time with his wife and kids, and being an active member within his church. He resides in Kingston with his wife Jan and their three children.

Greg joined Jacobi Capital Management in 2012 with more than 10 years of wealth management experience. Greg’s father was a successful businessman and mentored him for over 33 years. This led Greg to pursue a life as an entrepreneur and eventually become a wealth advisor. He began his investment management career with two national financial services companies and previously owned and managed multiple private businesses for over 20 years. For much of that time, Greg had more than 80 employees under his direction which provided him with extensive knowledge and understanding of small businesses and budgeting needs.

A graduate of Roger Williams University, Greg majored in Business Administration with a minor in legal studies. He holds his Series 66, Series 6 and Series 7 licenses, and the Life and Health Insurance license. Greg enjoys traveling, golfing, trying new restaurants, mountain biking, and skiing. He previously completed the XTERRA off-road triathlon in Maui, as well as the Wilkes-Barre triathlon. Greg resides in Dallas, Pennsylvania with his wife Lisa and their two sons.

Series 7 security registration is held through LPL Financial. Series 66 security registration is held through Jacobi Capital Management and LPL Financial.

Rod is a Managing Director and Portfolio Manager with Jacobi Capital Management.  With over 27 years of experience in the financial services industry, Rod utilizes his institutional background in banking and finance to deliver unique perspectives and seek strong, lasting relationships with his clients.  In addition, Rod is a key contributor to the development, construction, and management of Jacobi’s proprietary investment strategies.

Graduating from Columbia University in New York City, Rod began his career as an investment banking analyst with Chemical Bank.  He remained there for over 15 years, through the firm’s acquisitions of Chase Manhattan Bank in 1996 and J.P. Morgan in 2000.  Most recently, Rod was a Managing Director with J.P. Morgan, where he originated, structured and closed over $65 billion in mergers & acquisitions, capital raising, and advisory assignments within the real estate, lodging and gaming industries.

Shortly after moving back to Northeastern Pennsylvania to raise his family, Rod was introduced to Jacobi Capital Management’s founder Michael Hirthler. Drawn to Michael’s fiduciary-based, independent platform, and quantitative, evidence-based philosophies, Rod joined the firm as a Wealth Advisor.  Over the next several years, Rod helped build-out Jacobi’s operational systems, which targeted and enabled significant growth for the firm. Currently, Rod helps build and manage Jacobi’s proprietary investment strategies, and delivers investment advice and retirement income planning to high net worth families, medical and professional groups, and non-profit organizations.

Rod resides in Clarks Summit with his wife Megan and their three children, and is an active member of the local and regional community. He is currently a trustee and Treasurer of the Everhart Museum in Scranton, a member of Rotary International, a volunteer coach and board member for multiple youth sports organizations in the Abingtons, a school board director and volunteer coach within the Abington Heights School District, and a director of the Tiger Fund for Excellence in Tunkhannock.

Nina joined Jacobi Capital in 2014 from a non-traditional finance background. Combining her creative nature with what she learned from years of observing her family’s business, Nina completed a marketing internship with Jacobi in 2012. Two years later, she decided to leave her creative dreams behind to become a part of the Jacobi team and make a difference in peoples’ lives. Building relationships and educating our clients is what Nina enjoys most about her job. As the Director of Client Services, Nina is responsible for all client interaction including reporting, communication, trading and operational activities. Her dedication to the team and Jacobi’s core values led her to be chosen along with four of her colleagues to speak at the Barron’s Regional Summit in November 2019 on the topic of building a successful practice by utilizing your team.

Nina is a graduate of Tufts University, earning bachelor’s degrees in Art History and Italian, and minoring in Chemistry and Studio Art. Nina continued her education and earned her master’s degree in Art History from Pennsylvania State University. In her spare time, she enjoys playing with her dog Izzy, creating art, being a classroom volunteer for Junior Achievement, sitting on the Community Impact Council for the United Way of Wyoming Valley, and acting as a Board Member for the SPCA of Luzerne County.  Nina also recently spent a year teaching Italian at King’s College. She resides in Dallas with her husband Jake and daughter Talia.

Mary joined Jacobi Capital Management in 2014 and has 11 years of experience in the finance industry. Growing up in a household with one of her parents in finance, Mary enjoyed math and thinking about how all of the numbers and pieces of a business work together.

Mary knew she wanted to be in a role where she could work directly with people and help them through problem solving for their future. This search led her to working at Jacobi Capital in the Berwyn office after leaving her career in NYC. Mary started as a Client Services Associate at Jacobi and has since transitioned her role to a Wealth Advisor who works with many different clients through their financial planning and investment management needs. She still works daily with the Jacobi team on trading and operational requests, portfolio construction and additional projects. Mary, along with four of her colleagues, was chosen to speak at the Barron’s Regional Summit in November 2019.

Previous to joining Jacobi Capital, Mary worked in NYC at Goldman Sachs in the Global Markets division and at Blackstone in their Alternative Asset Management Group. A graduate of Georgetown University, Mary has a Bachelor’s of Science in Finance and Management and earned her Master’s in Finance from the Carey Business School at John’s Hopkins University. Mary serves as a Board Member for the Estate Planning Council of NEPA and the Luzerne Foundation. In her free time, you can catch Mary on the Peloton or biking outside, listening to country music or trying new restaurants. She currently resides in Wilkes Barre.

Jeffrey joined Jacobi Capital Management in 2012. Growing up in a family of entrepreneurs, Jeff experienced first-hand the responsibility and hard work needed to be successful. His natural interest in numbers and love for history paved the way for his decision to become an analyst.

Jeff’s desire to help people and the need to be ethically responsible made Jacobi the ideal work environment. As a Wealth Advisor and Certified Financial Planner®, Jeff delivers customized financial planning and wealth management solutions to clients. Responsible for much of the firm’s trading and research, Jeff works closely with the investment team to develop and monitor Jacobi Capital’s proprietary investment portfolios. Jeff, along with four of his colleagues, was chosen to speak at the Barron’s Regional Summit in November 2019.

Previously, Jeff completed internships with two national brokerage firms. A graduate of St. Joseph’s University, Jeff has a Bachelor’s of Science in Finance and Economics. Jeff is the Chairman of the Board at the Catholic Youth Center. In his free time, Jeff enjoys golfing, fishing, hunting, and spending time with his wife Laura and their three sons at home in Kingston.

April has been with Jacobi Capital Management and its predecessor firm since 2001, and has over 20 years of experience in the financial services industry. She met Jacobi’s founder while competing for a client’s business and was asked to join the team after their interaction. April’s passion for helping others has pushed her to elevate the client experience and develop strong client relationships.  Simply put, she has an unending desire to help our clients.

April is proactive and highly organized by nature, which provide a foundation for her roles as both Chief Compliance Officer and a Wealth Advisor. Her methodical approach to problem solving helps her to develop and implement processes in a thorough and efficient manner.

Previously April worked as an advisor for a leading, national brokerage firm.  April graduated from Dickinson College with a bachelor’s degree in Political Science and Women’s Studies.   She serves on the Board of Northeast Sight Services and supports Candy’s Place, along with numerous other local non-profits.  In her free time, she enjoys the beach, reading, and spending time with her family. April resides in Plains with her husband Baldino and their son.

Michael is the Founder and Chief Investment Officer of Jacobi Capital Management.  Michael has over 35 years of investment experience, beginning in 1985 with Thompson McKinnon Securities. In 1992, he became fully independent and opened a Wilkes-Barre branch office of LPL Financial.  Over the years, he quietly and successfully built his investment practice, and in 2008 formed Jacobi Capital Management, LLC, a Registered Investment Adviser.  Jacobi is an independent firm focused on providing objective, fee-based investment advice.

Michael is a voracious reader of financial literature and has long enjoyed finding new ways to think about investing, including the impacts of behavioral economics, sociology, and the need to quantify investment decisions.  Ultimately, this led Michael to develop a truly multi-disciplinary approach to investing, known as The Jacobi Method™ – a quantitatively-driven methodology based on academic and empirical studies from financial engineering, value investing, and traditional finance.  The resulting proprietary Jacobi strategies form the core of Jacobi Capital Management’s investment framework.  Michael’s wide-ranging readings led him to a key teaching of Carl Gustav Jacobi, a well-known mathematician who exhorted his students: “Invert. Always Invert.”  This idea of turning problems around to consider them from different perspectives is an important component of Michael’s multidisciplinary approach – so important that Michael named his firm after Jacobi, providing a daily reminder to himself and his team of this key tenet.

Michael’s commitment to focusing on the individual extends to the community through his philanthropy and active and former involvement with various Boards including the Catholic Youth Center, YMCA, Volunteers in Medicine, Luzerne Foundation, Salvation Army, Junior Achievement of NEPA, Kirby Center for the Performing Arts and Geisinger Wyoming Valley Medical Center Advisory Board.  In 2012, Michael received one of Luzerne County’s top community service awards for his commitment to improving the community. In addition to community awards, Michael has been named to the Barron’s Top Financial Advisors list seven times and was ranked #3 Best-In-State Wealth Advisors in Pennsylvania by Forbes.*

Michael earned his bachelor’s degree in Economics from Dickinson College.  He lives in Jackson Township, Pennsylvania with his wife Kathleen, and together they have two grown children.

*Barron’s Top 1,200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 2012 and prior the award is named Top 1,000 Financial Advisors. Hirthler was awarded this honor in 2011, 2012, 2018, 2019, 2020, 2021 and 2022. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Investment performance is not a criterion in either ranking.