Our Team
Kelly has been a dedicated member of Janney since 2000, drawn by the opportunity to provide personalized service to her clients. She believes that true success and happiness extend beyond financial metrics, embracing a holistic approach to wealth management that considers each client's values, needs, and ambitions. Her comprehensive wealth management strategy is tailored to the unique circumstances of each family she serves.
Kelly offers a wide range of advisory services, including financial planning, retirement, insurance, and education planning, as well as mutual funds, equities, tax-free and taxable bonds, annuities, and stock options. Her commitment to excellence and client service has earned her recognition as a Forbes Best-in-State Woman Wealth Advisor for four consecutive years (2022-2025). She is a proud member of Janney’s Masters Club and holds FINRA Series 6, 7, 63, and 65 securities licenses, along with life and health insurance certifications. Kelly also holds the Certified Divorce Financial Analyst®, Accredited Investment Fiduciary®, and Chartered Retirement Planning Counselor℠ professional designations and has completed the “Delivering Solutions for Small Business Owners” program through Janney University in collaboration with the Wharton School of Business.
Kelly resides in York with her husband, Mike. Together they have two sons. Kelly enjoys hiking and traveling and cherishes family time spent at their cabin, immersed in nature. Kelly is a passionate activist dedicated to the conservation of mountain gorillas in Rwanda, Uganda, and the DRC.
A 25 year veteran of the financial services industry, Kathleen is a knowledgeable Private Client Assistant in the Firm's York office. In this role, she assists clients in all aspects of their financial experience,and focuses on all operational procedures and problem solving.
Kathleen has strong interpersonal skills as well as organizational skills. She holds a Bachelors of Science Degree in Business Management from New York University.
Since moving from Massachusetts, Kathleen and her husband Jesse, reside in Newbury Township. She is an avid gardener and enjoys reading, and volunteering in the community as a Master Gardener.
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