Our Team
John has been in the financial services industry for more than 30 years; in that time, he has acquired the level of perspective and knowledge necessary to make recommendations for his client’s short- and long-term goals. His career is dedicated to providing unbiased advice and guidance on a personal level. John is strongly committed to making sure his clients are aware of the investment options available to them, and together they can make informed decisions and feel confident about their financial plan.
Outside of the office John enjoys boating, skiing, and spending time with his family and friends. John and his wife Dana have two children and currently live in Lighthouse Point, FL.
Choosing someone to manage your money is both a business and personal decision.
Mitch makes it his mission to learn about you, your life, and your unique story. By building relationships based on trust, integrity and honest communication, he can work alongside you to help you and your family navigate and simplify the complex world of investing.
Mitch’s goal is to establish a one to one relationship and to offer you the personal approach you deserve, and the depth and experience you expect. It is an honor and privilege to help individuals, business owners and families formulate and live out their unique stories through smart, relevant, financial planning, advice and strategies.
Mitch is originally from Canada and a graduate of Concordia University in Montreal. He holds a Bachelor of Commerce, majoring in Marketing, with a Minor in International Business. He also holds Series 7, 66, 55 and 24 securities licenses and Health, Life and Annuity licenses. Mitch is also fluent in English and French.
Prior to working in the securities industry, Mitch lived in Hong Kong while working as a Director of Worldwide Sales for Hong Kong Toy Center. His global experience gives him a unique perspective on the investment landscape, both domestic and international.
Mitch currently resides in Boca Raton with his wife Jessica and their two children. In their spare time, they enjoy golf, skiing, ice hockey, being very active, and giving back to their community in any way they can.
Jeff Schnee has built his career in the financial services industry based upon the same principles by which he has led his life-altruism, compassion and an unwavering commitment to service.
Over the course of Jeff’s 39 years in the industry, he has worked to provide each investor with a tailored financial plan to address their financial needs through all stages of life. In creating a financial plan with clients, whether addressing a specific topic or more comprehensive in nature, Jeff helps clients determine goals such as planning for retirement, educating children or grandchildren, passing on wealth to the people and causes most important, or simply updating the investment approach to help ensure it is aligned with the client’s best interest. While a particular goal may have been the client’s primary focus at the beginning, circumstances and priorities may have shifted. Jeff works with clients to reassess the plan to continue progress toward providing for the best possible outcomes for the client and their family members. His disciplined investment style relies on customized portfolio reviews, as well as a straightforward, hands-on approach when determining with his clients the proper course of future action with his clients.
Jeff attended the University of Florida, where he was a Business Major specializing in accounting. He is certified in Long-Term Care, holds the AWMA® designation, and attended The Wharton School of Business at The University of Pennsylvania.
Jeff and his family have dedicated themselves to serving some of Florida’s most disadvantaged residents; donating their time and money every Thanksgiving to actively feed the area’s homeless and those in need. A certified member of the American Red Cross, Jeff is also involved in the SOS Children’s Village in Coconut Creek. For over a decade, he has provided one-on-one mentoring and received the organization’s 2015 Volunteer of the Year Award.
Jeff and his wife are proud Patrons of the Adrienne Arsht Center for the Performing Arts. They enjoy time shared with family, including two young grandchildren.
Being a Financial Advisor is both a privilege and a commitment. I am entrusted to make recommendations to my clients to manage and protect their financial assets. No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — I am here for you. When you work with me, it’s about going beyond investing. It’s about connecting your life and your finances.
This dedication is supported by my partnership with Janney. With Janney, I have the executive management team and corporate staff support system which allows me to tailor a plan specific to your goals.
I have over 40 years of experience in the financial industry, working at a number of financial firms before joining Janney. My securities licenses include 7, 3, 4, 5, 12, and 24 and 53. I also hold the Accredited Wealth Management Advisor℠ (AWMA™) and the Certification in Long Term Care (CLTC®) designations.
Outside of the office, I am a former board member and Chair of Kids in Distress. I am also on the foundation board of the Fuller Center. I also enjoy golf, skiing and reading.
John Iervolino started in the financial industry in 1992 and brings 30 years of capital markets and management experience to the team. Prior to joining Janney John spent his career making markets, trading equities, managing trading desks and servicing institutional clients, while working for firms such as Paine Webber, Citigroup, and Fleet Bank.
John holds FINRA series 7, 9, 10, 24, 55, 57, 63 and 65 licenses.
John lives in Palm Beach Gardens with his wife Hina and has been very involved with youth baseball in Palm Beach County for the past 20 years. He has coached at many levels, from winning 3 Florida State Little League Championships to coaching and mentoring young players at William T Dwyer High School. John has also spent time volunteering with the Miracle League of Palm Beach County, Little Smiles and SACSN the Student Athlete Community Service Network. John has also participated in community volunteering events with Little Smiles, reflecting his commitment to giving back.
Hina started her career in the financial services industry in 1996 as a customer service representative with Merrill Lynch. After stepping away from the corporate world in 1999 to focus on family and assist in running a family business, she returned to her professional career in 2007 joining the Towson branch of Janney in a front desk administrative position.
Soon after joining Janney, Hina was elevated to a Private Client Associate role. While working in her new role, Hina also became involved in assisting management with branch operations duties and was elevated to the position of Branch Operations Assistant in 2009.
In 2018 she relocated to the Boca Raton office in the same capacity while also assisting in regional operations as well.
Hina currently assists both the Manager and Operations Manager of the South Florida Complex with operations and continues to work directly with clients in her PCA role. She prides herself on delivering the best possible service to clients and cherishes the relationships she has developed with many of the clients she assists daily.
Hina lives in Palm Beach Gardens with her husband John and has spent time volunteering with the Miracle League of Palm Beach County and Little Smiles. When she is away from the office she enjoys traveling with family, playing golf, and spending time at the beach with her husband and 2 dogs.
Sandy holds over 30 years industry experience and holds FINRA Series 7, 63, and 65 Licenses. A graduate of New England Institute of Technology, she was a Medical Assistant prior to entering the financial arena. Sandy originally joined Janney when they opened their first office in Boca Raton in 1999 and held the position of Registered Sales Assistant as well as the Branch Manager Assistant. She joined the Legacy Team in 2016 and is dedicated to providing first-class service for our clientele. She is an avid supporter of the Juvenile Diabetes Foundation and Animal Aid.
Faith Sutter began her career in financial services in 1999 and joined Janney in 2009. Faith currently serves as Senior Registered Private Client Associate for The Heritage Group. As often the first point of contact for many clients, Faith is available to support clients in the day-to-day management of their accounts. Faith's experience, professionalism and knowledge of the industry make her a valuable resource for The Heritage Group and their clients. Faith enjoys exercising, spending time with her German Shepard, Nya, and her partner Oscar.
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
Shurdonna is a Vice President and Director of Janney’s High Net Worth Consulting Group, where she leads a team focused on delivering a comprehensive wealth management experience for individuals, families, business owners, executives, professional athletes, and other clients with complex financial needs. She partners with Financial Advisors to bring together the firm's specialized resources and expertise, delivering tailored solutions aligned with clients' long-term objectives. By coordinating specialists across investment management, estate and trust planning, tax strategy, asset protection, charitable giving, lending, business owner solutions, executive services, and alternative investments, she helps provide integrated guidance designed to address the evolving needs of high-net-worth clients and their families.
Shurdonna brings more than 18 years of experience in investment management and wealth planning. Prior to her current role, she served as Assistant Vice President and Wealth Strategist, supporting advanced planning initiatives across Janney's Mid-Atlantic region. In that capacity, she partnered with Financial Advisors and their clients on sophisticated planning matters involving estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.
Before joining Janney, Shurdonna served as a Financial Advisor with Vanguard Personal Advisor Services®, where she managed investment portfolios and served as the primary advisor to high-net-worth individuals and families, providing comprehensive wealth management guidance across investment strategy, financial planning, and long-term wealth stewardship. Earlier in her career, she was a Financial Advisor Associate within Vanguard Asset Management Services, supporting many of the firm's most complex ultra-high-networth clients through portfolio construction, investment analysis, and comprehensive financial planning. She also participated in Vanguard's Accelerated Leadership Development Program, completing rotations in the firm's International Client Services, Retirement Plan Services, Education Savings Group, and Retail Investor Group.
Shurdonna is a Certified Financial Planner™ professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.