Our Team
With over 100 years of combined experience, we recognize that 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.
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In Memorium - Orville Harford Lerch
1935 - 2020
Lerch Wealth Management
of Janney Montgomery Scott LLC
Hartzell Wealth Management
of Janney Montgomery Scott LLC
Matt Lerch
Executive Vice President/Wealth Management, Branch Manager
Patricia Doverspike, CFP®
Financial Advisor
Casey O'Toole
Financial Advisor
Beverly Lauer
Branch Operations Assistant
Jennifer Williams
Senior Registered 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.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
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.
Rail 66 Time Trial June 8, 2024
Janney is a proud sponsor of the Rail 66 Time Trial. Post-race refreshments were provided by Janney
Montgomery Scott LLC (Clarion office) at the finish line.
2024 Delta Contractors & Design, Inc. Annual Chamber Golf Outing
Janney sponsored a foursome in the 2024 Delta Contractors & Design Inc. Annual Chamber golf outing on May 24 at Clarion Oaks Golf Club.
United Way Annual 5K and 10K Race
Janney supports United Way of Clarion County 5K & 10K Race with coffee and hot chocolate.
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: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 31, 2025
Flying Blind
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
October 09, 2025
Employee appreciation celebration with The Meadows on Sept 16. In recognition of Janney's ongoing commitment to recognize the hard work and dedication of our team member, our Clarion office enjoyed a special treat from The Meadows. Each team member chose their favorite custard and topping to enjoy!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.