The Footer Financial Group
The Footer Financial Group is a full-service wealth management team focused on providing services and solutions tailored to fit your unique needs, preferences, and goals. We are proud to be part of Janney Montgomery Scott LLC, a New York Stock Exchange firm headquartered in Philadelphia, Pennsylvania.
Our goal is to become your close partner in securing your financial health and well-being now and into the future. Our many clients tell us we are very good at what we do. They have given us not only their hard-earned assets to manage, but also, just as importantly, their trust. It is a responsibility we take very seriously. Trust is about follow-through on commitments and performance. It is earned. We will work diligently to earn your trust. When you join us as a client, you can expect:
- Access to timely investor and industry education
- Sound advice delivered with the utmost respect and integrity
- A comprehensive approach to investing, providing you with financial planning, portfolio and wealth management services and access to new investment solutions.
- The solutions and services available through large firms, but with uniquely personalized service and accessibility to the knowledge and resources of our diverse investment professionals in areas such as retirement planning, college planning, corporate stock options, estate planning, and trust services, to name but a few
- A promise to understand you as an individual and as an investor—your needs, objectives, wants and dreams; and a plan, as we move forward together, to bring about the future you expect and deserve
Honors & Awards
Binnie has been recognized as a Forbes Top Women Wealth Advisor from 2020-2022.
Binnie has also been recognized as a Forbes Best-In-State Wealth Advisor from 2020-2022.
Binnie has been invited to attend the Barron's Top Women's Advisors Summit each year since 2010, where she represents Janney Montgomery Scott as one of the top female wealth management advisors in the country.
Binnie was one of five advisors from Janney’s Mid-Atlantic Region invited to attend Barron’s Regional Summit in Philadelphia. This invitation-only event, held November 2016, brought together the top 100 financial advisors from the entire Philadelphia metropolitan area.
Janney appointed Binnie in January 2018 to the prestigious level of Executive Vice President / Wealth Management. In 2007 and 2008, Binnie was elected to and served on Janney's Board of Managers. She was the first female advisor to serve in this capacity.
The National Association of Board Certified Advisory Practices (NABCAP), a non-profit National Association whose aim is to hold the investment advising community to a higher standard, selected The Footer Financial Group from a field of over 4,000 advisors in the metropolitan Philadelphia area as one of the Top 50 NABCAP Premier Advisors. This was published in the Philadelphia Business Journal's September 30, 2011 issue.
Binnie was awarded the Retirement Income Planning Certification from the Wharton School of Business at the University of Pennsylvania in March 2012.
Elliott served as a member of the Wharton School of Business faculty from 1996-2004 at the University of Pennsylvania. He lectured on non-profit entities law and policy at the graduate level and core tax courses for individuals, corporations and partnerships.
Elliott was awarded Lifetime Membership by the Pennsylvania Institute of Certified Public Accountants in May, 2011 for his contribution and service to the CPA Profession.
Elliott was awarded Lifetime Membership by the American Institute of Certified Public Accountants in May, 2014 for his commitment to the CPA Society.
Money Magazine named Elliott as one of the Top CPA Tax Practitioners in the country.
Joining the firm in 1989, Binnie Footer serves as Executive Vice President/Wealth Management and is a member of the firm’s highest Club level status of CEO Roundtable. With over 30 years of industry experience, Mrs. Footer has crafted a unique and sophisticated financial consulting practice. She specializes in asset allocation strategies and risk management techniques for high net worth individuals and corporations. Mrs. Footer served on Janney’s Board of Managers and was a charter member of the Professional Affairs Committee. She served as a Regional Representative and presently serves on Janney’s FA Advisory Council. She holds the distinction of being one of the top wealth management consultants in the firm and has consistently received Wealth Management Excellence Awards as a result of her client dedication.
Prior to joining Janney, she worked for the Wall Street investment firm of A.G. Becker & Co. in the institutional taxable and municipal fixed income markets. She also worked at W.H. Newbold’s & Sons, where she served as Vice President of Investments and was a member of the firm’s President’s Club.
She graduated Summa Cum Laude from Thomas Jefferson University with a BS degree in business and received the Sarah Tyler Wister Award for the highest scholastic grade point average in finance. She was also inducted into Delta Mu Delta National Business Honor Society. Subsequently, she earned an MBA at Thomas Jefferson University with a concentration in finance. Binnie also graduated from the SII (Securities Industry Institute) Program at the Wharton School of Business and is an Accredited Wealth Management Advisor®. Most recently, Binnie completed her Retirement Income Planning Certification from The Wharton School of Business at the University of Pennsylvania.
Binnie is a strong supporter of the community and believes her responsibility as an advisor extends far beyond her office door. She participated as a senior guest lecturer at Thomas Jefferson University, speaking on such topics as Investment Portfolio Analysis, Asset Allocation Techniques and Managing Portfolio Volatility. She serves as a mentor for students who are interested in the financial services industry, and judges case competitions for the graduate studies MBA program. She volunteers with the Pennsylvania Office of Vocational Rehabilitation, an organization that helps physically challenged professionals prepare for their careers.
She is active in the Federation Allied Jewish Appeal and Temple Sinai Choir, and supports numerous philanthropic organizations such as The Philadelphia Boys Choir, Juvenile Diabetes Foundation, William Penn Charter School Community, Arthur Ashe Foundation and the Thomas Jefferson University Alumni Association. She has been nominated for the Philadelphia Magazine’s Trailblazer Award, a prestigious distinction given annually to a woman in business that has made the most significant impact upon other women in business in the Greater Philadelphia region.
Binnie resides in Lower Gwynedd, PA with her husband Elliott. They have two sons, Brian and Evan.
EDUCATION: • B.S. Business Administration/Finance, Thomas Jefferson University, Summa Cum Laude • M.B.A. Thomas Jefferson University
EXECUTIVE EDUCATION: • Securities Industry Institute of The Wharton School of Business • Municipal Bond School of Philadelphia • Accredited Wealth Management Advisors College of Financial Planning • Janney/The Wharton School of Business, Wealth Management Certification Program • Janney/The Wharton School of Business, Retirement Income Planning Certification
LICENSES: • SIE - Securities Industry Essentials • Series 7, General Securities • Series 63, Uniform Combined State Law Exam • Series 65, Investment Advisor Representative • Life Insurance for PA, CA, FL, MA, NJ, NY
PROFESSIONAL ACTIVITIES: • Janney’s FA Advisory Council • Women’s Interactive Network Founders Council • Former Member - Janney Board of Managers • Past Member, Janney Professional Affairs Committee • Securities Institute Association • Guest lecturer, Thomas Jefferson University
Evan Footer joined the Footer Financial Group in 2021. He has over 10 years of experience as a former management consultant with IBM Global Business Services and Accenture Strategy, where he helped Fortune 500 companies define, analyze, and execute strategic objectives. He transitioned to the Financial Services industry as a Corporate Vice President of Strategy and Consulting with New York Life, where he supported various corporate groups and regulatory initiatives.
Evan brings his functional consulting experience and structured problem-solving skills to assist the Footer Financial Group’s clients in developing and implementing a wide range of sophisticated financial planning and investment strategies. Most recently, Forbes recognized The Footer Financial Group as a 2023 Best-in-State Wealth Management Team.
Evan graduated summa cum laude from Colby College with a Bachelor of Arts dual degree in Economics-Mathematics and a concentration in financial markets. There, he was inducted as a member of the Phi Beta Kappa society. Evan also earned an M.B.A. at Cornell University’s Johnson Graduate School of Management with a concentration in strategic operations.
In 2023, Evan obtained his CERTIFIED FINANCIAL PLANNER™ certification in order to help clients prepare for the future through holistic and comprehensive financial planning. Additionally, Evan holds his Certification in Long-Term Care (CLTC®) designation, which focuses on extended care planning for families and their loved ones. He holds the following Licenses and Certifications: SIE® (Securities Industry Essentials®), Series 7 (General Securities), Series 66 (Uniform Combined State Law), Life, Accident, and Health Insurance for PA, NJ, NC, NY, VA, CFP®, and CLTC®.
Evan graduated from Janney’s Financial Advisor Development Program in 2021 and has joined the firm’s mentorship program in order to provide guidance to young financial advisors. He is an active member of the alumni society for both Cornell and Colby and enjoys mentoring current students.
Evan resides in Short Hills, New Jersey with his wife, Aditi, and their two sons Ari and Avi. He enjoys playing tennis, attending events at the local community center, and spending time with his family in Philadelphia.
EDUCATION: • B.A. Economics-Mathematics, Colby College, summa cum laude • M.B.A. Johnson Graduate School of Management @ Cornell University
LICENSES and CERTIFICATIONS: • SIE - Securities Industry Essentials • Series 7 - General Securities Representative • Series 66 - Uniform Combined State Law Exam • Life, Accident, and Health Insurance for PA, NJ, NC, NY, VA • CFP® • CLTC®.
Mary Ellen joined The Footer Financial Group of Janney Montgomery Scott LLC in 2016. She brings over 20 years of experience in the financial services industry with a focus in operations and superior administrative client services.
Throughout her career, Mary Ellen has received Outstanding Service and Leadership Recognition awards in a variety of categories. With this unique understanding of all aspects of operations and client services, Mary Ellen oversees the day-to-day administrative and organizational functions of the team. She holds Series 7 and 66 securities licenses.
Recently, Mary Ellen completed Janney's Business Productivity Specialist program. By earning this advanced Janney designation, Mary Ellen will assist The Footer Financial Group with organic growth of the business, as well as be more effective with team communication. The sessions of the program had a focus on financial planning, creating and finding organic business opportunities through the Firm’s Dashboard, and implementing the use of CRM & Activity Center.
Mary Ellen attended St. Joseph’s University, Ervian K. Haub School of Business and graduated with a Bachelor of Science degree in Marketing.
Mary Ellen is an active member of Mater Dei and Lansdale Catholic High School Communities. Also she participates with her children, Kerry and Liam, in many local youth sports programs.
EDUCATION: • B.S. Marketing, St. Joseph’s University
LICENSING: • SIE - Securities Industry Essentials • Series 7 - General Securities Representative • Series 66 - Uniform Combined State Law Exam
PROFESSIONAL ACTIVITIES: • Women’s Interactive Network, Janney Montgomery Scott
COMMUNITY ACTIVITIES: • Mater Dei Catholic School community
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.
Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.
Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.
A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.
In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.
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.