Our Team
Keith knows how important it is to create a strategy around specific goals. He believes that a financial plan should be rooted in goals, life, family, legacy and fulfillment.
This understanding is why Keith spends so much of his time getting to know his clients and the contours of their lives, “peeling the onion” of their needs, wants and special considerations to create financial strategies tailored to their needs.
And then through their journeys, Keith works to educate, inspire and guide his clients with signature energy, diligence and care.
During his career, Keith has dedicated himself to continuing education and training. In addition to his degree from Florida State University, Keith is a Certified Financial Planner® professional, earning the designation by completing the programs rigorous standards of education, training and integrity. He has continuously maintained his CFP® certification by meeting its continuing education and ethical requirements since first earning it in 2006.
Keith serves a select number of clients at all stages of their lives and careers, including retirees, pre-retirees, professionals and entrepreneurs planning for leadership transitions and the long-term legacies of their businesses.
Keith is an active member of the Miami-Dade community where he previously served on the board of the Alper Jewish Community Center for over a decade; he is also the immediate past board chair. He presently serves as a board member of the Greater Miami Jewish Federation of South Dade, and as a member of the United Way Tocqueville Society. In June 2022, Keith was awarded The Stanley C. Myers President’s Leadership Award, which recognizes the exceptional contributions and commitments to the Jewish community.*
In his leisure time, Keith is a passionate tennis player, golfer and cyclist. He also enjoys live music.
Keith is originally from New York, and now resides with his wife and three daughters in Coral Gables.
*This award is not based in any way on the individual's abilities in regards to providing investment advice or management. It is not indicative of the advisor's future performance, is not an endorsement, and may not be representative of his individual clients' experience. Janney is not affiliated with The Stanley C. Myers President's Leadership Award.
In any of her endeavors, Karla sets excellence as her goal, an important trait in meeting the diverse responsibilities in her role as an Account Executive. These tasks include the fulfillment of requests from the practice’s financial advisors and their clients, the daily operations of the practice, and the creation of portfolio reports and analysis.
Through each of these duties, she works to elevate the client experience, building long-lasting relationships with care, sincerity and diligence. She sees her role in helping people pursue their most important life goals as both an honor and a privilege, and she strives to be her best every day.
Karla was attracted to financial services from her desire to help others, recognizing that finances are a crucial tool in fulfilling great aspirations. She earned a Bachelor of Business Administration degree in marketing from Florida Atlantic University with a minor in Accounting. She has also earned the Accredited Asset Management Specialist™ designation, a financial training program with a specific focus on asset management and investments.
Outside the office, Karla volunteers with various community outreach programs throughout the South Florida area.
Karla is originally from Guayaquil, Ecuador, and currently lives in Davie.
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.