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Our Team
With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Nancy Carmean, Jody Boyer, Devin DiFranks, and Mikayla Lewis strive 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. ... Read more. Read less.
Client Educational Events
Stay tuned for details on our 2025 event series!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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Estate & Retirement Planning Strategies Seminar
Please join us for this highly informative event. Successful investors focus on these topics FINANCIAL PLANNING: Worry less with a personalized financial plan to help you achieve short and long term goals. RETIREMENT INCOME: Will you have enough? How can you earn more? Learn strategies to generate more dividends and income through investments. TAX-EFFICIENT INVESTING: Is a Roth conversion right for me? How can I position my assets to keep more of what I earn and increase income by paying less in taxes? TAXES: Discover action steps to reduce taxes and develop strategies now to prepare for when RMDs are required from IRAs and 401k plans. ESTATE PLANNING: Protect your assets and plan your legacy through wills, trusts, and other strategies. Learn about why you need an estate plan. Greenville 20 Montchanin Road Suite 120 Greenville, DE 19807 Lewes 12001 Old Vine Blvd. Suite 106 Lewes, DE 19958 Relationship Summary (Form CRS) on www.janney.com/CRS which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. The concepts illustrated here have legal, accounting and tax implications. Neither Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your particular circumstances. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. Janney Montgomery Scott, LLC, 12001 Old Vine Bld., Unit 106, Lewes, DE 19958, and 20 Montchanin Rd., Ste 120, Greenville, DE 19807.
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Estate & Retirement Planning Strategies Seminar
Please join us for this highly informative event. Successful investors focus on these topics FINANCIAL PLANNING: Worry less with a personalized financial plan to help you achieve short and long term goals. RETIREMENT INCOME: Will you have enough? How can you earn more? Learn strategies to generate more dividends and income through investments. TAX-EFFICIENT INVESTING: Is a Roth conversion right for me? How can I position my assets to keep more of what I earn and increase income by paying less in taxes? TAXES: Discover action steps to reduce taxes and develop strategies now to prepare for when RMDs are required from IRAs and 401k plans. ESTATE PLANNING: Protect your assets and plan your legacy through wills, trusts, and other strategies. Learn about why you need an estate plan. Greenville 20 Montchanin Road Suite 120 Greenville, DE 19807 Lewes 12001 Old Vine Blvd. Suite 106 Lewes, DE 19958 Relationship Summary (Form CRS) on www.janney.com/CRS which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. The concepts illustrated here have legal, accounting and tax implications. Neither Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your particular circumstances. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. Janney Montgomery Scott, LLC, 12001 Old Vine Bld., Unit 106, Lewes, DE 19958, and 20 Montchanin Rd., Ste 120, Greenville, DE 19807.
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Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.