Our Team
Our Team of 6 Financial Professionals includes:
• 100+ years of Investment Experience • 3 CERTIFIED FINANCIAL PLANNER® professionals • 2 Private Client Associates.
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our 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. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
A third-generation Financial Advisor, Geoff brings a wealth of history and perspective as he guides his clients through some of the most important decisions of their lives. No two clients are the same, and his ability to focus on their individual needs and goals is a direct result of his commitment to listening and paying attention to details, starting with their very first meeting together.
After earning his B.A. in economics from Colby College, Geoff began his career as a financial advisor at Advest, which was absorbed by Merrill Lynch in 2006. Preferring the values and accessibility of a smaller firm, he joined Janney Montgomery Scott in 2007.
Some of Geoff’s five children are still in school while others are settling into careers. They have grown up enjoying sailing and skiing as a family. Geoff is also an avid runner, biker, and swimmer and completed his first triathlon in September 2021.
When Michael joined the group in 2015, he became an essential part of managing financial plans for our clients and ensuring the efficiency of our management across all financial categories. Since then, he has developed his portfolio construction skills and investment acumen to bring a top-tier level of management to our clients. Whether the focus is on growth and net worth maximization, or retirement and income planning, clients rely on his long-term perspective for guidance and advice. Share-based compensation and other situations that have become more popular over the years need detailed strategies to ensure efficient growth holistically across an individual’s or family’s financial plan, something Michael is well-versed in.
Prior to joining Janney in 2015, Michael served the investment and retirement needs of clients for Bank of America/Merrill Lynch from their office in Jacksonville, FL. Born and raised in Waterford, CT, he graduated from Seton Hall University with a degree in finance, later earning his CERTIFIED FINANCIAL PLANNER® professional certification from the University of North Florida.
Mike has a passion for sports, especially his New York teams. A favorite tradition is visiting a new baseball stadium every year with his father and brother, something they have been doing for over 20 years. He also plays golf, loves tending to his garden and being outside, and enjoys spending summer days up in Saratoga, NY.
Mike is a Senior Wealth Planning Associate who manages the team's financial planning process. He is committed to providing advice beyond investments, in all areas of financial planning, for our clients. Mike believes that our clients are best served when they have a financial plan in place, allowing us to take a holistic look at their financial situation to help them achieve their goals.
After spending nearly eight years with an independently registered investment advisory firm, he joined our group in May of 2019.
Mike is a graduate of Iona College where he earned his MBA. In addition to his CERTIFIED FINANCIAL PLANNER® professional certification, he earned the CHARTERED FINANCIAL CONSULTANT® designation from The American College of Financial Services.
Born and raised in Westchester County, New York to Portuguese parents, his first language was Portuguese, and he enjoys visiting relatives in Portugal every few years.
A car enthusiast who is particularly interested in BMWs, Mike loves to get together with other enthusiasts on the weekends. He enjoys scenic drives, car shows, automotive photography, and tracking his BMW M3 on a raceway. He keeps active by running outdoors, no matter what the season.
Grayson is the newest addition to our group. Like his father before him, he aims to become a fourth-generation Finacial Advisor.
After earning his degree in Business with a Finance concentration from the College of Charleston, Grayson joined Janney Montgomery Scott in August of 2022. Since then, he has obtained his Series 7 and Series 66 licenses and earned both the Accredited Wealth Management AdvisorSM designation and his CERTIFIED FINANCIAL PLANNER™ certification. Grayson graduated from Janney's Financial Advisor Development Program and continues to strive to deliver the same level of exceptional service as his colleagues.
In his free time, Grayson enjoys sailing and skiing with his family, just like he did growing up. He has a passion for fitness. Grayson is excited to continue building his career in wealth management and looks forward to working closely with clients to help them achieve their financial goals.
Although Anthony’s main responsibility is portfolio trading, our clients appreciate that not only does he assist them in placing orders, but he is also very knowledgeable in trading strategies, options strategies, why a client wants to execute a trade and how they make money or hedge risk by doing so.
Anthony is also our team’s go-to person for technology-related questions, and most of our clients and their tax advisors know to call him first should they need help accessing a report, researching tax information, or uploading a document to our website.
After earning a B.S. degree from Sacred Heart University, with double majors in finance and business administration, Anthony worked in client service and operations at Scottrade, Inc. for seven years before joining our group in 2013.
When he isn’t chasing after his three young children, you might find Anthony spending time with friends and family. The summer of 2021 provided his family the opportunity to establish what they hope will become a new tradition – their first beach trip to Ocean City, New Jersey.
Often the very first point of contact for our clients, Kim builds and maintains strong relationships with them. They appreciate that she is friendly, knowledgeable, and responds promptly and courteously to whatever questions and or concerns they may have. Whether it’s a simple address change or helping to settle a complex estate, our clients trust her attention to detail and commitment to following up with them until the task is complete.
Having begun her career at Janney Montgomery Scott in 2000 as a wire operator and cashier, Kim explored other opportunities in banking and operations before returning to Janney in 2006. She joined our group in 2007 as a Private Client Associate.
An avid reader of drama and mysteries, Kim also enjoys special time with her mom and her adult son. Over the last several years, she has discovered a love for traveling both within and outside the U.S. and hopes to find more interesting places to visit in the future.
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.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
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
