Not only is my team available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help.
My mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. I’m proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
My mission is to help each one of my clients plan for a financial future that best meets their life goals. Operating in an environment of trust and exceptional personal service, and through the use of our sophisticated planning and risk management tools, I seek to recommend investment strategies that meet the client's goals and objectives. Whether you are planning for your retirement, saving for your children's or grandchildren's education, or looking to preserve and effectively transfer your wealth, I am prepared to assist you in making the right financial and investment decisions that support your priorities.
As a South Carolina native, I began my career with Wells Fargo Advisors in 2005. Prior to entering the financial services industry, I worked in sales, management, and senior corporate management positions with American Hospital Supply Corporation, Johnson and Johnson Healthcare Corporation, and Cardinal Healthcare Corporation for over 17 years. I am a 1983 graduate of The Citadel, Charleston, S.C., with a BS degree in Business Finance, and completed my MBA from Pfeiffer University, Charlotte, NC, in 1999. In 2015, I achieved the professional designation of Chartered Financial Consultant® (ChFC®), and also attained the designation of Chartered Retirement Planning CounselorSM (CRPC®) through the College for Financial Planning in 2016. I also served my country in the United States Naval Reserve from 1989-1999 as a Naval Intelligence Officer in support of various Naval Intelligence Commands across the country. I was honorably discharged in 1999.
Outside of the office, I like to stay active in my community by being involved with several organizations. I am a member of The Heritage Society for the Boy Scouts of America, The Summerall Society of the Citadel Foundation, the Thomas Taylor Chapter of the Sons of the American Revolution, and the South Carolina Chapter of the General Society of the War of 1812.
My wife, Carolyn, and I live in the Columbia area, and our three adult children are working in Floridia, Ohio, and South Carolina.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.
Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.
Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.
Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.
He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.
Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.
Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.
Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts.
He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.
Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.
Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.
Shurdonna serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.
Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.
Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.