Our Team
For more than 25 years, I've been helping individuals, families, retirement plans, and associations make informed financial decisions with confidence. My goal is to simplify complex financial matters and create a clear roadmap that helps clients prepare for retirement and achieve long-term financial independence. Every recommendation I make is guided by a simple philosophy: the right thing to do is always the right answer.
I earned bachelor's degrees in Economics and Government from the College of William & Mary and hold securities, health, life, and annuity insurance licenses. I am also an Accredited Investment Fiduciary (AIF®). Throughout my career, I've developed specialized expertise in advising company retirement plans and managing association assets. This experience has given me a unique perspective on retirement readiness, allowing me to help clients at every stage of their financial journey—from individuals just beginning to save to executives preparing to transition into retirement.
I joined Janney because of its longstanding commitment to putting clients first. As an independent-minded firm with a rich history, Janney provides me with the flexibility to act in my clients' best interests and deliver advice tailored to their unique goals and circumstances.
Many of the clients I work with are transitioning from accumulating wealth to relying on it in retirement. I help them align their financial resources with their long-term goals by developing tax-efficient strategies, creating sustainable retirement income plans, and ensuring their assets are positioned to support the lifestyle they've worked hard to build. Whether I'm working with a family, a retirement plan, or an association, every financial plan is personalized to meet that client's specific needs.
My clients appreciate straightforward advice, practical strategies, and proactive communication. They know they'll hear from me not only during scheduled reviews, but whenever changing markets or important life events create new planning opportunities. I enjoy helping people gain confidence in their financial future and the peace of mind that comes from having a thoughtful, disciplined financial plan.
Clients rely on me to develop and manage their unique financial plan based on specific lifestyle goals, needs, passions, and preferences. As a trusted Advisor, I focus on understanding their concerns, expectations, priorities, curiosities and what matters most. Working closely with professionals and retirees, I provide stability, confidence and peace of mind through strategic income planning, investment solutions, tax efficiency and estate planning.
I am a Certified Financial Planner. Planning is my passion. I am also Certified in Long-Term Care, and a Certified Exit Planning Advisor. As a CEPA®, I help business owners work on planning personally, professionally and financially, so their business and personal goals are aligned.
I graduated from The College of Charleston with a BA in Political Science in 1999. I have worked in the financial services industry since graduation. Personally, I am married to Nick and we have two teenagers – Robert and Lillian. I enjoy spending time at the river, in the mountains on a ski slope, and attending Gamecocks football games.
My goal is to provide clarity to our clients through planning. Once you can see your clear picture and your vision for the future, then we can put the rest of the pieces in place, creating a plan that exceeds your expectations.
Behind every successful client relationship is a strong operational foundation, and I'm proud to help deliver that every day.
I joined Janney in 2022, where I provide operational and administrative support for our advisors and clients across our retirement plan and wealth management business, including 401(k) plans, managed accounts, brokerage accounts, IRAs, and Roth IRAs. I earned my Series 7 and Series 66 licenses in 2024 and I am now looking forward to earning a Virginia Life, Health & Annuities License.
I graduated from Virginia Commonwealth University with a B.A. in Public Relations. Before joining Janney, I held roles at Capital One in Fraud & Disputes before transitioning to a role in Artificial Intelligence.
A Richmond native, I grew up in Midlothian and now call Church Hill home, where I live with my girlfriend and our two cats. Outside of work, you'll usually find me on the golf course, at a live music show, hiking, or enjoying the outdoors.
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.
Dann is responsible for developing investment products and platforms, plan-design solutions, training, tools, and retirement resources.
With 25 years in the retirement plan industry, Dann has served plan trustees, participants, and advisors in various roles, including as a retirement plan advisor and a relationship manager for a retirement plan service provider. Through this experience, he has developed deep expertise in investment oversight, fiduciary governance, plan design, participant engagement, and implementation. Dann joined Janney in October 2022, bringing this broad experience to help clients navigate their retirement plan needs.
Dann graduated from Kutztown University and holds his Series 7, 66, 63 licenses. He earned the Qualified 401(k) Administrator (QKA®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Investment Fiduciary (AIF®), and Nonqualified Plan Consultant (NQPC™) designations.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association