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Our Team
Our team members have dedicated their careers to guiding individual investors and families through some of life’s most important financial decisions by focusing on superior advice and dedicated service. Our culture is fostered by the individuals on our team who all have an attitude of ‘client first’ and genuine personal attention.
Andrew R. Nehrbas
Executive Vice President/Wealth Management, Financial Advisor
David S. Penn, CFA®
Executive Vice President/ Wealth Management, Financial Advisor
Meg Tegler Hardesty, AWMA®
Associate Vice President/ Wealth Management, Senior Account Executive
Steven M. Lane, CFP®, AWMA®
Associate Vice President/Wealth Management, Senior Account Executive
Christopher W. Gagnier, CFA, CIMA®
Financial Advisor
Susan McCollian
Senior Registered Private Client Associate
Scott Nehrbas
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
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.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Partners In Wealth
Clients sleep well with their assets under the watchful eye of Nehrbas Wealth Management
Something's Not Working and That's OK!
“It's tough to make predictions, especially about the future.” – Yogi Berra
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Office Information