Our Team
Steve began his career in the financial services industry in 2000. He has an affinity for discipline and a passion for helping others. Steve leads the team by example: “Our process begins by taking the time to fully understand each client’s particular needs, concerns and priorities. Excellent service is the cornerstone of our model.”
Steve was added to the Forbes Finance Council in 2020 and remains an active member and contributor on Forbes.com. Steve holds the Chartered Financial Consultant® (ChFC®) designation, which he obtained from The American College, and the Certified Plan Fiduciary Advisor (CPFA) designation. Steve also has the rare honor of holding the C(k)P: A Certified 401(K) Professional title, which he obtained from the UCLA Anderson School of Business. He studied Business Administration at Belmont Abbey College, where he was also a member of the tennis team.
Steve is an avid Jacksonville Jaguars and Leicester City Foxes fan. He shares his time between Janney’s Greenville, Delaware and Ponte Vedra Beach, Florida offices. Steve has two sons, Weston and Logan. Weston is a finance major at College of Charleston and has interned with our team. Logan is a junior at Archmere Academy and is member of the varsity soccer team. Steve likes to boast that he can still beat both of them at most sporting competitions!
Katie joined the group in 2018 and has over 19 years of industry experience. Katie manages the administrative team, along with the implementation of new client relationships, facilitating the consolidation of assets and the client service process. She handles the settling of estates, communicating with beneficiaries and heirs of our clients along with their Attorneys and CPAs. Katie works closely with our clients and their families to ensure proper estate planning, trust titling and wealth transfer strategies are in place. She also assists the team with asset protection products, such as annuities, life and long-term care. Katie holds the Chartered Retirement Planning Counselor (CRPC ®) designation.
A graduate of the University of Delaware with a bachelor’s degree in Operations Management and Marketing. Katie enjoys going to the drive on beach on the weekends and cheering on "The Birds" and the Philadelphia Phillies. She lives in Middletown, DE, with her daughters, Madison and Reagan.
Brianna joined the Gansler Wealth Management Group in September of 2022. With over ten years of customer service experience, Brianna assists the team in administrative duties as well as coordinating client events. She is an integral part of our team, helping families with day-to-day financial needs and education planning. She works closely with her team and their clients to assist in many aspects of the financial planning process.
Brianna was born and raised in Delaware and received her bachelor’s degree from the University of Delaware. She lives with her husband in the Trolley Square area in Wilmington, where she can be found walking her two dogs, playing in a softball league, or attending pottery classes at the Delaware Art Museum. She also enjoys supporting her local Philadelphia teams, the Eagles, Phillies, & Flyers.
Lisa is the newest member of the Gansler Wealth Management Group, which she joined in March 2026. With over ten years of experience in personal finance, Lisa will be assisting the team with administrative duties and helping families manage their day-to-day financial needs.
Lisa is originally from Delaware; and earned her Bachelor of Science in Finance from Wilmington College. Lisa currently lives in Maryland with her daughter, Isabella and son, Jake. She enjoys watching her son play sports, baseball, and football.
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.