Who We Are

Our Team

We believe that our clients are best served by leveraging the unique experience, knowledge, and personality of our team members — which provides clients more value than any of us could individually.

Murray Carter, CFP®, AWMA®, AIF®, C(k)P®

Executive Vice President / Wealth Management, Financial Advisor

Mitchell Lerner

Vice President/ Wealth Management, Financial Advisor

Tom Hansen, AWMA®

Vice President/ Investments, Financial Advisor

Erik Fromm, CFP®, CLTC®

Vice President/ Wealth Management, Financial Advisor

Chris Rockwell, CFP®, CFA

Vice President/ Wealth Management, Financial Advisor

Veronica Rodgers, CRPC®, CLTC®

Account Executive

Brad Garner, CFP®

Senior Financial Planning Associate

Katherine Luu

Senior Registered Private Client Associate

Alice Quick

Private Client Associate

Heather Ludwig

Private Client Associate

Awards

Forbes | SHOOK 2023

Erik Fromm, CFP®, CLTC®, Financial Advisor, honored on the Forbes|SHOOK Best-In-State Top Next-Gen Wealth Advisors for 2023.

AdvisorHub 2023

Murray Carter, AWMA®, CFP®, AIF®, Financial Advisor, has been named an Advisor to Watch by AdvisorHub for 2023.

NAPA Top Teams 2022

For a fifth consecutive year, CSG Capital Partners of Janney Montgomery Scott, a 10-person team based in Washington, D.C., Franklin, TN, and Richmond, VA, has been named to the National Association of Plan Advisors' (NAPA) Top defined contribution (DC) Advisor Teams list.

Community Involvement

At CSG, we are deeply committed to making an impact in our local communities as well as helping our clients make an impact on the causes and organizations that are important to them. We take great pride in our service on various boards and our participation in charitable events throughout the year. This is the fun stuff!

Collin's Kids Golf Tournament

Collin's Kids Annual Benefit Golf Tournament

COVID-19 – How can I help?

Ideas on how to give back during the pandemic

Abramson Scholarship

The Abramson Scholarship Foundation currently supports more than 30 students at various stages of their college experience.

About Janney

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.