Ivybridge Wealth Advisors | Our Team
The name Ivybridge is based on two main ideas. Ivy from Greek and Latin representing fidelity and friendship – exactly the type of relationship we feel we build with our clients. And bridge, how we strive to help you to reach your financial goals and achieve a sense of financial well-being. As a team, we believe in hard work, endeavor for continuous improvement in all we do, and operate with a strong service-first mindset.
Our sole purpose is to help our clients make better financial decisions. We adhere to a financial planning process that strives for all advice given and financial decisions made to be well informed, made in context, and with minimal bias and emotion. In short, we bring a structured, thoughtful approach to financial decision-making.
Being accessible and available to all our clients is a cornerstone of our practice. We’re always just a phone call or email away.
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Colin Burke, having spent (almost) his entire career in the financial services industry, has developed a unique respect for his profession and the responsibility he has to his clients.
Colin’s clients tend to have complex financial needs. To ensure these needs are met, Colin has developed strong personal relationships with strategic partners in both estate planning and tax management. The ability to work closely with, and openly communicate with, a group of trusted partners ensures Colin’s clients benefit from a truly holistic approach to meeting the entirety of their wealth management needs.
To maintain his ability to meet his clients’ ever evolving needs, Colin has continued to educate himself as he progresses in his career. His earned designations include the CLTC® (Certification for Long Term Care®) to help his clients better plan for medical needs later in life, the CEPA® (Certified Exit Planning Advisor) to better advise his clients as they explore the prospects of selling their family business, and finally the CPFA (Certified Plan Fiduciary Advisor) to help him better advise the retirement plan portion of his practice.
Colin values transparent, cost effective, and understandable investment solutions for his clients. He focuses his energy into helping his clients identify and accomplish their lifelong goals, then guiding them patiently on the path to meet those goals.
A founding partner of Ivybridge Wealth Advisors, Colin believes the sole purpose of the practice is to help our clients make better financial decisions. The team adheres to a financial planning and wealth management process that ensures clients make thoughtful, well informed, and well researched financial decisions. While structured in our approach, we value creativity in developing solutions to meet our client’s specific needs.
When not empowering his clients to make impactful financial decisions, Colin can be found listening to audiobooks, playing a ho-hum round of golf and most importantly, spending quality time with his wife Melissa and daughters Harper and Riley… and Boston Terrier Henry.
Education & Experience
- Lehigh University (B.A. in International Relations)
- Certified Exit Planning Advisor (CEPA®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Certification for Long-Term Care (CLTC®)
A 20+-year Delaware Valley transplant from Southern Illinois, Michael focuses on a comprehensive and customized approach to helping clients reach their financial goals and achieve a sense of financial well-being. As a partner with Ivybridge Wealth Advisors, he works with individuals, families, business owners, and C-suite teams to understand their goals, and then offers recommendations tailored for each specific situation. Michael started his career at Merrill Lynch in 2013 and transitioned his business to Ivybridge Wealth Advisors and Janney Montgomery Scott in 2019.
Michael is passionate about ensuring employee participants of employer-sponsored retirement plans successfully prepare for life after work. He spearheads the coordination, operations, and education services of all 401(k) plans managed by Ivybridge Wealth Advisors. He obtained the Certified 401(k) Professional (C(k)P®) designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education and the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors.
Michael earned both a BS in finance and an MBA with a concentration in finance from Southern Illinois University at Carbondale. He and his wife Maggie live in Oxford, PA, and have three daughters, Mackenzie, Molly, and Maura. In his spare time, he enjoys cheering for the St. Louis Cardinals, playing card and board games with his family, and traveling as much as possible.
Education & Experience
- Southern Illinois University (B.S. in Finance)
- Southern Illinois University (MBA in Finance)
- Certified 401(k) Professional (C(k)P®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Certified Divorce Financial Analyst (CDFA®)
- Certification for Long-Term Care (CLTC®)
Mackenzie is a Financial Advisor with Ivybridge Wealth Advisors, where she works directly with individuals and families to help them feel more confident and informed about their financial lives. She takes a comprehensive approach to planning, helping clients bring together their investments, retirement goals, income needs, and other financial priorities into a clear strategy for the future.
She especially enjoys working with women who are ready to take a more active role in their finances, whether they’re getting serious about retirement, navigating a major life transition, or simply looking for a clearer understanding of where they stand and what comes next.
Known for her approachable communication style, Mackenzie believes financial planning should feel understandable, personal, and practical. She enjoys helping clients work through decisions that can feel overwhelming on their own and giving them a clear framework for moving forward with confidence.
Mackenzie began working with Ivybridge Wealth Advisors as an intern in 2016 and joined the team full time after graduation. Over the years, her role has evolved from supporting client relationships and developing financial plans to working directly with clients as their Financial Advisor. She holds the CRPC®, CLTC®, and CPFA® designations and is passionate about financial education both in and outside of the office.
Away from the office, Mackenzie enjoys spending time with her family and friends, traveling, and cheering on the St. Louis Cardinals. She lives in Wilmington, Delaware.
Education & Experience
- West Chester University (B.S. in Finance)
- Chartered Retirement Planning Counselor™ (CRPC™)
- Certification for Long-Term Care (CLTC®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Business Productivity Specialist (Janney)
Education & Experience
- Temple University Fox School of Business (BBA, Financial Planning and Services)
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certification for Long-Term Care (CLTC®)
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.
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
Robert Wheeler serves as a Regional Director for Janney’s Insured Solutions Group. In this role, he is responsible for developing annuity and insurance opportunities, providing a consultative approach and external support to the region’s Financial Advisors as they address their client’s financial needs.
Professional Experience
Mr. Wheeler has more than 10 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader with BB&T Bank and a Regional Vice President with the John Hancock Life Insurance Company.
Education and Personal Background
Mr. Wheeler holds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College. He has a B.A. from Syracuse University.
In his spare time, Mr. Wheeler is active with the Boy Scouts and Amazing Tails Service Dogs. He lives in New London, PA with his wife, Leslie, and their sons, Collin and Dean.
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.