Our Team
For over 30 years, I've dedicated my career to guiding investors through some of life's most challenging financial markets. Through consultation, education, and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, I have helped many clients manage their wealth, guiding them through investment strategies that best suit their diverse needs. Another important part of my being able to offer excellent service to my clients is my assistant, Kim Krapp. Kim has worked closely with me and my clients for over 20 years. She is a Senior Registered Private Client Associate and quite capable of handling all of your account servicing needs.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
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: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 16, 2026
January Investment Perspectives
This month, our Investment Strategy Group explores AI’s impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
January 12, 2026
5 Simple Steps to Prepare for Tax Filing
A little preparation can go a long way during tax season. Learn five simple steps you can take ahead of time to help make filing your tax return less stressful.
January 06, 2026
Venezuelan Regime Change Investment Implications
Our Investment Strategy Group discusses Venezuelan regime change and the geopolitical uncertainty it brings, while market impact remains limited. Read the report to explore potential effects on oil, defense themes, and long-term investment strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.