Our Team
Garrett is a native of Denver, CO. Garrett graduated with Honors from the University of Wyoming with a B.S in Finance and International Business. He has over 25 years of experience advising families and has earned the following advanced credential:
· CFP® (a designation awarded by the Certified Financial Planner Board of Standards, Inc.)
As the head of planning for the team, Garrett meets with families to complete a discovery process and determine the scope of the relationship and the primary goals that we will be working diligently to achieve. Garrett will take clients through the process of determining: lifestyle goals, legacy aspirations, cash flow and liquidity needs, protecting against and preparing for unexpected life events, and planning to have fun (travel, hobbies, etc.)! The financial planning process involves comprehensive wealth forecasting and goal analysis to assist with formulation of a strategic asset allocation and investment plan. Other common topics discussed include: stock option and concentrated stock analysis and execution strategies, corporate benefit maximization [401(k), pension, deferred comp, severance, etc.], life insurance analysis, tax minimization strategies, real estate, private equity, etc. If you elect to establish an advisory services relationship based on our recommendation to you, we will provide information to you on the advisory program(s) in which you choose to invest.*
Garrett will happily collaborate with your trusted outside advisors, such as CPAs, estate attorneys, insurance experts, and realtors.
Garrett is a proud father of two children and devoted husband. The outdoors and the environment are very important to Garrett and he enjoys pursuing adventure throughout the world. Garrett was raised by a Vietnam Army veteran and single father and believes strongly in supporting veterans through direct mentoring roles and through financial support of worthy non-profit veteran organizations. Please visit the Community Involvement section of our website to learn more about some of these great organizations.
* For a detailed description of Advisory programs’ services and fees, refer to the Janney Form ADV Part 2 disclosure document, available upon request and online at www.janney.com.
Chad is committed to partnering with families to help them in creating, implementing, and maintaining comprehensive financial plans. Prior to joining Janney, he served in a similar, goals-based financial planning role at Merrill Lynch, and most recently, at Fidelity Investments.
Chad was born and raised in East Lyme, CT. A graduate from Brown University in Providence, RI, Chad eventually made his way back to the East Lyme/Niantic area where he currently resides with his wife, Julia, and their two amazing children.
Kathryn is a proud mom and native of Connecticut. Like Garrett, Kathryn is proud to have a close military veteran family member: a Naval pilot. Kathryn graduated from the University of Tampa and then spent the early stages of her career working in Manhattan for a world renowned fashion house. Kathryn holds her Series 7 license and is a charismatic and caring person who takes great pride in helping families with all the intricacies of their wealth. She is frequently the first voice you hear when you call our office or the first smiling face to greet you when you arrive at our office. Kathryn is your personal wealth concierge for any service-related items and enjoys going above and beyond to ensure your family’s security and success!
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze different 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. In his strategist role, he is responsible for providing direction to the firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors fixed-income market periodicals, which provide relative-value perspectives and recommendations across the fixed income spectrum. At Janney Capital Management, he oversees the firm's discretionarily managed bond portfolios, taking a client-tailored approach to generating consistent income across varying interest-rate environments.
Prior to joining Janney in 2006, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios. In this role, he oversaw risk and return for $20 billion in bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV, and Fox Business News, and regularly speaks at financial industry conferences. He studied at Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA® Charterholder.