Our Team
Travis applies his knowledge and focus on retirement income planning, investment management and estate planning to help his clients pursue their long-term goals. He holds Series 7, 66, 9 & 10, life and health insurance licenses. Before joining Janney Montgomery Scott, Travis worked at Raymond James, served as the branch manager of Williamson Employment Services in Niles, Michigan, and was a salesperson and inventory manager for Pro Golf Discount in Battle Creek. He graduated from Western Michigan University with a degree in business management and economics.
Travis is a native of the Battle Creek area, where he and his wife, Kara, are active in the community. He is a past board member and past board chair of the Battle Creek Chapter of American Business Clubs (AMBUCS), a past board member, past board chair and past ambassadors committee member of the Battle Creek Area Chamber of Commerce, and takes part in many other service and charitable organizations. When he isn’t working or volunteering, Travis enjoys biking, playing golf and spending time with friends and family. Travis & Kara have three daughters, Logan, Skylar, and Daniella.
Paul has more than 30 years of investment experience as a financial advisor with an emphasis on risk management. Before joining Janney, Paul worked for over 20 years with Wells Fargo Advisors in the East Lansing office. Paul began his career with the regional firm First of Michigan in 1997.
Originally from southern California, Paul has lived in the Lansing, Michigan area with his wife, Marianne, for almost 40 years. Together they have 3 adult children and 3 grandsons.
Paul enjoys giving back to his community and served as President of the East Lansing Kiwanis Club. When not working or volunteering, Paul enjoys visiting with friends and family, travel and spending time at the beach, and playing keys on his local church worship team.
Angela joined the team in 2007 and prides herself on providing prompt and efficient attention to our clients’ requests and needs. A native of Battle Creek, she lives in Kalamazoo with her husband, Jamie, and their children; Gavin, Ethan, and Owen. In her free time, Angela enjoys playing softball and serving as a volunteer with Gull Lake Youth Sports.
Born in Canada and raised in Iowa, James moved to Portage, Michigan, in 2020 with his wife, Tara, to be closer to family. For the past five years, he has served as a dedicated stay-at-home parent to his two children, Addalyn and Declan—a role he considers the most rewarding "portfolio" he has ever managed. An active contributor to his community, James has partnered with organizations including Special Olympics, Habitat for Humanity, and local disaster relief efforts.
James is a seasoned financial professional and real estate strategist with a career built on diverse market experiences. He earned his degree from Truman State University, where he also served as Captain of the Men’s Swim Team. He began his career in Omaha at TD Ameritrade as a Financial Representative. His professional journey evolved into strategic product management consulting for Securities America/Advisor Group, complemented by a five-year tenure as a Real Estate Agent and Property Manager.
James holds FINRA Series 7 and 66 licenses and specializes in specializes in comprehensive portfolio construction with a technical focus on Growth, Value, and Income-based investing. His background in managing medium-scale real estate portfolios provides a pragmatic, multi-asset perspective to wealth management.
Kloey is a Battle Creek native and a 2024 graduate of Harper Creek High School. She is currently attending Kellogg Community College, where she is pursuing an associate’s degree in business management and plans to graduate in the spring of 2027. Outside of work and school, she enjoys spending time on the lake, boating, and attending workout classes. During the fall, she volunteers with the Harper Creek Junior Football program. She is passionate about continuing to learn, growing both personally and professionally, and staying involved in the community she calls home.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze different strategies, and develop a plan fit for your unique needs and goals.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. In his strategist role, he is responsible for providing direction to the firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors fixed-income market periodicals, which provide relative-value perspectives and recommendations across the fixed income spectrum. At Janney Capital Management, he oversees the firm's discretionarily managed bond portfolios, taking a client-tailored approach to generating consistent income across varying interest-rate environments.
Prior to joining Janney in 2006, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios. In this role, he oversaw risk and return for $20 billion in bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV, and Fox Business News, and regularly speaks at financial industry conferences. He studied at 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