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Our Team
We pride ourselves on making your needs and goals our own. We work with you to understand who you are as an individual and as an investor. Our focus is wealth management, income distribution and wealth transfer. Our mission is to help you define your financial objectives, and to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. Our five-step process is designed to create your custom roadmap toward reaching your defined goals. We’re proud to help clients connect all phases of life beyond investing, both expected and unexpected, providing you with access to education, advice and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Professional Designations
Our team works to provide the highest quality of service to our clients. We strive to offer advice that is unique to each client and will help them towards their financial and life goals. Our team has earned several designations that help us in offering comprehensive wealth management solutions. Learn more about our designations below.
Abbott Laboratories
We serve many clients who are employed by Abbott Laboratories, not simply due to our proximity to their Columbus facilities, but because of our strong familiarity with their benefit programs and the needs of corporate employees in general.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 09, 2024
Janney Adds 27 Experienced Financial Advisors in 2023
Janney added 27 experienced Financial Advisors to our Private Client Group in 2023, adding over $3.5 billion in assets under advisement. The advisors joined the firm from Goldman Sachs, Merrill Lynch, Raymond James, Wells Fargo Advisors and more. Read more about our additions and why Janney offers a compelling environment for experienced Financial Advisors.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information
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