Who We Are
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.

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

Kristin Hartzell
First Vice President/Wealth Management, Financial Advisor

Kyle Cathcart
Financial Advisor

Patricia Doverspike
Financial Advisor

Beverly Lauer
Branch Operations Assistant

Jennifer Williams
Senior Registered Private Client Associate

Tracy Cherico
Private Client Associate

Avari Schmader
Private Client Associate
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.