Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Robert W. Hoey, AWMA®, AIF
Executive Vice President/ Wealth Management, Branch Manager
About Robert
Bob Hoey joined Janney Montgomery Scott in January 2009 and is a member of Janney’s CEO Roundtable. Prior to joining Janney, Bob spent 15 years with Legg Mason/Smith Barney as a Branch Manager and Vice President/Wealth Management, working with private clients, retirement plans and corporations on recommendations to designed to meet their unique situations and needs. Bob began his investment career in 1986 with Merrill Lynch. He holds designations as both an Accredited Wealth Management Advisor℠ and Accredited Investment Fiduciary.

Bob is Chairman of the Investment Committee of the Rowan University Foundation, having previously served in that role for over 10 years. He is past Chairman of the Foundation and serves on the Executive Committee and on the board of the Rowan Innovation Venture Fund. Bob serves on the Board of Trustees of the Joseph Fund, whose fundamental purpose and mission is improving the quality of life for the people of Camden, NJ. Bob was the founding Vice Chairman and Director of Cornerstone Bank, a publicly traded commercial bank located in Southern New Jersey. He is a former members and past director of the Moorestown Rotary Club and former Vice President and Director of the Family Y of Burlington County.

Bob is a graduate of the Villanova University School of Business with a concentration in Finance. He received a Master in Business Administration degree from Drexel University. Bob attended the Commonfund Institute on Foundation and Endowment Management at Harvard University. In 2012, Bob attended the “Delivering Solutions in Small Business Owners” certification program through Janney University in conjunction with the Wharton School of Business.

Bob lives in Moorestown, NJ with his wife, Donna.
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J. Martin Kirsch, Jr., AWMA®
Associate Vice President/Wealth Management, Account Executive
About J.
Marty began his career at Legg Mason/Smith Barney where he and Bob Hoey formed Hoey Wealth Management in 1996. The team joined Janney Montgomery Scott in 2009. Marty has worked directly with our clients to help them preserve, build and distribute their wealth for over 24 years. He works closely with business owners, retirees and high net worth individuals to gain a deep understanding of their goals and objectives so that recommendations can be created that are tailored to his client’s unique time horizon and tolerance for risk.

Marty is a graduate of Widener University and currently holds the Accredited Wealth Management Advisor designation from the College of Financial Planning. He is FINRA Series 7, 63 and 65 licensed and holds a NJ insurance license for Life and Health. He resides in Monroe Township with his wife, Heather and their four children.
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Steven T. Ries, CFP®, CEBS
Associate Vice President/Wealth Management, Financial Advisor
About Steven
Steve Ries has been with Janney since 2012 and strives to help clients realize their financial goals. Besides tailored recommendations for private clients and their families, Steve’s areas of focus include helping businesses navigate the complexities of 401(k) and other types of qualified retirement plans.

Steve began his career with Towers Perrin, an international retirement consulting firm, managing corporate clients in the defined contribution retirement area. It was during this time that he earned his Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefits and the Wharton School at the University of Pennsylvania. He joined UBS Financial Services in 2007 and expanded his career experiences to include private client wealth management. Continuing with this “dual discipline” approach, Steve attained his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification in 2013.

Steve received his undergraduate degree from Lynchburg University in Lynchburg, VA and a Master of Business Administration (Accounting emphasis) from the University of Wisconsin.

Steve and his wife Leslie live in Cherry Hill, NJ and have two grown children, Robert and Lindsay. His whole family is involved in supporting animal rescue efforts as well as Canine Companions for Independence – a non-profit that provides assistance dogs to recipients, free of charge.
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Robert T. Hoey
Financial Advisor
About Robert
Bob joined Janney Montgomery Scott in 2014, having spent the previous 8 years at Morgan Stanley, Smith Barney and Legg Mason supporting and educating Financial Advisors on mutual fund and separately managed account advisory programs. Bob was recognized by Morgan Stanley Consulting Group as Internal Partner of the Year in 2012.

A graduate of the Charles F. Dolan School of Business at Fairfield University, Bob received his Bachelor of Science in Finance with a minor in Accounting in 2005 and currently holds his Series 7 and 66 licenses. As a member of Hoey Wealth Management, Bob’s primary responsibilities include business development, retirement planning analysis, and assisting in client service matters.
While at Fairfield, he played middle linebacker for their Division 1AA football program. Outside of Janney, Bob enjoys golfing, fishing and traveling.
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John Conners, AWMA®
Financial Advisor
About John

John is a graduate of Rider University, where he received his Bachelor of Science in Finance in 2008. He holds the accreditation of Accredited Wealth Management Advisor designation and has been in the Financial Services industry since 2009.

John is the Vice President of the Gibbsboro & Voorhees Athletic Association (GVAA), Club Service Chair for the Voorhees Breakfast Rotary Club, board member for Voorhees Basketball Association (VBA) and the Voorhees Swim Club as well as an active member of the local elementary school’s (ET Hamilton) PTA. He lives in Voorhees, NJ with his wife, Christina and two children – Ryan and Luke.

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Susan D. Westerfer
Senior Private Client Assistant
About Susan
Sue Westerfer began her career in the brokerage industry at W. H. Newbold’s Son & Co. in 1979. After 15 years at Legg Mason/Smith Barney, Sue joined Janney Montgomery Scott. as an integral member of our team. As an administrative support professional, Sue handles all of the daily document flow, processing and communication necessary to successfully operate our comprehensive wealth management practice.

Sue handles operational communication both internally and externally with our service partners and handles most service inquiries directly with our clients.

Sue has three adult children, two grandchildren and lives in the Roxborough section of Philadelphia with her husband Bob. She enjoys the outdoors and spending time with her family in the Northern Tiers of Pennsylvania.
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Jennifer Massara
Private Client Assistant
About Jennifer
Jen started her career in 1984 at the Philadelphia Stock Exchange working for Merrill Lynch, then moved on to their Operations Center. In 1992 she began at W. H. Newbold’s Son & Co. as a Client Service Representative and worked alongside Sue until she took some time off to raise her 3 boys. Jen returned to the workforce in 2017 as a Private Client Associate at Janney Montgomery Scott and is responsible for administrative and operational functions with emphasis on client communication and service.

Jen lives in Cinnaminson, NJ with her husband, Chris and their three boys.
Supported By

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.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

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.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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.


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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.