Our Team
As a family we seek to serve rather than to be served. If you chose to join our family, we will make it our aim to serve you. When we earn the trust as your financial shepherds, we will help you define your financial goals and objectives that are in line with your values. To do this we will ask you a wide variety of questions to uncover what your vision is for your life. This will give us the understanding we need to develop a plan that is tailored to fit your unique needs and preferences. We are excited to offer our clients comprehensive financial planning resources to help achieve the vision they have for their lives. Your trust in us is the foundation of our relationship and we look forward to building that over time as we serve you!
Doug Sr. came from a family line of planners. From his Grandfather, Father, and to his Uncles; he was surrounded by a family who believed in helping people as well as guiding them to be good stewards of their wealth.
He graduating from Rutgers University in New Brunswick, NJ, in 1993. He then began a long career in the communications field. He ultimately opened up his own company, named Ergood Incorporated of Cherry Hill, NJ, where he was President/CEO until 2007. It was there that Doug learned the art of customer service and the skill of relationship building.
With three young children and a stay-at-home wife, Doug made the daring decision to change careers to the field that he had always dreamed: financial advising. He closed Ergood Inc. and joined Merrill Lynch in 2007 to start this journey.
In 2012, he joined Janney Montgomery Scott, LLC, where he calls home with his son and wife, as part of his team, along with his family of clients. He is indeed living out his family tradition of helping others and guiding them to leave a legacy to their beloveds. He loves his work and calls his practice his "Family.'
He holds the FINRA series 7,66, Life and Health licenses. He achieved the Chartered Retirement Planning Counselor Designation (CRPC®) from the College of Financial Planning in 2009.
During his downtime, Doug enjoys golf, and time spent with family and his church and its members. He is an active member of Tavistock Country Club in Haddonfield, NJ. Doug holds his second-degree black belt in Tae Kwon Do. He and his family (and bulldog) reside in Mt. Laurel, NJ.
Danielle has the good pleasure of being wife to Doug; as well as working alongside him at Ergood Wealth Management. She has a B.A. degree in Communications from Rowan University. She has worked in various fields such as public relations and sales, as well as owning her own jewelry boutique. Having this background and a history of working in fields where client relationships were the focus, she is an asset to the Team. Doug and Danielle have been married since 1997 and have 3 adult children. Their middle son, Dougie, has joined the Team this year. She is excited for him to get to know the "family;" their beloved clients!
Danielle holds her Finra Series 7 Securities license.
In the Fall of 2023, after completing his academics and competitive college golf career, Douglass Jr prayerfully decided to come back to his roots in South Jersey and join the family business, Ergood Wealth Management. Affectionately called Dougie, he will be a terrific asset to the team; having developed great character and skills during his time at The University of North Carolina where he competed as a division 1 golfer. Dougie graduated from Chapel Hill with a degree in Interpersonal Communication and a minor in Religious Studies. During his time in college, he was a leader in Athletes in Action and College Golf Fellowship, where he grew and was able to lead people to personally follow Jesus. While in Chapel Hill, Dougie also had the opportunity to be a part of one of the best college golf programs in the USA, where he learned skills like discipline, tenacity and attention to detail. He will utilize these abilities in our business, while also using his God-given passion to connect with and serve people's needs.
Since joining the team this past fall (2023), Dougie has passed
all his licensing exams: SIE, Series 7 and Series 66 (in just under 4 months)! In the Spring of 2024 Dougie passed his Life and Health exams as well and became a fully licensed advisor. Dougie is looking forward to getting to know our client base while establishing his own as well. He looks forward to connecting with young adults whom he can help navigate the ups and downs of life with.
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