Not only are we available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help.
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.
Jonathan graduated with a Bachelor of Science from the University of Vermont. Prior to joining Janney, Jon served at Merrill Lynch where he started his career in 1998. For 13 years, he served as the Resident Director of Merrill Lynch’s Reading, Pennsylvania, office. In 2019, Jon became the Senior Resident Director of the Merrill Lynch St. Petersburg, Florida, office. In addition, Jon also chaired the Resident Director Advisory Council to Management at Merrill, representing over 400 colleagues throughout the country.
Jon focuses on helping clients pursue their financial goals. Jon’s client relationships are built on a foundation of trust, which is established by taking the time to know clients well. By combining a personalized approach with a disciplined wealth management process, he and his team strive to be their clients’ trusted advisor through all critical stages of their financial lives.
Jon and his wife Brittany are very active in various non-profit organizations in their community. They have 3 children; son Jevin in college and twin sister and brother in elementary school, Ally and Bailey.
David H. Harth, Financial Advisor, graduated from The Pennsylvania State University with a Bachelor of Science. Prior to joining Janney, David was at Merrill Lynch since 2006. He also holds the Chartered Retirement Planning Counselor™, CRPC® designation.
David focuses on the team’s investment portfolio strategies. By understanding clients’ unique situations, David and the team are able to construct appropriate asset allocations strategies, as well as identify and help implement an investment process most appropriate to their needs.
David lives in Catasauqua with his wife, Jacquelyn, and daughters, Madison and Julia. David is the Vice President of the Catasauqua Youth Soccer Association and enjoys coaching his daughter’s soccer team.
Jonathan M. Swavely, Financial Advisor, graduated from the University of Maine with a B.S. in business finance. While at Maine, Jon was a four-year letter winner playing Division I ice hockey. Jon is now a CERTIFIED FINANCIAL PLANNER™ professional.
Jon focuses on providing wealth management advice and guidance. By helping clients analyze their current situation and understanding their future goals and objectives, Jon assists in developing, implementing and reviewing a financial strategy that is specific to each client.
Jon is a native of Reading, PA and he now lives in the Allentown area with his wife, Kaylee, daughter, Camryn and dog Cash. Jon is active in the community and enjoys spending time with friends and family.
Susan LoBello, Registered Private Client Associate, began her financial services career in 1994 and spent 14 years at Merrill in New York City where she provided client and trade support for a team of portfolio managers. Susan continued to work in the industry at Morgan Stanley and in 2016, rejoined Merrill Lynch in Camp Hill, PA. In 2020, Susan joined the Decker, Harth & Swavely team in Allentown.
Susan’s primary focus is client service and satisfaction. She helps set up and maintain accounts, provides clients with online access and support, responds to incoming calls and service requests and is proactive in managing client interests. Susan’s experience and attitude helps her provide white glove service for all clients.
Susan is a native New Yorker and attended Brooklyn College where she studied Business Administration. She currently resides in the Emmaus area with her husband Vincenzo.
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.
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
Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.
Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.
Shurdonna serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.
Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.
Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.