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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Wall Street Walk 2023
It was great participating in the 2023 Wall Street Heart Walk & Run 5k in lower Manhattan on Team Janney Montgomery Scott LLC ! Together we raised $5,213.41 for the American Heart Association and had a fun time doing it ❤️
Client Lunch with Mark Luschini
It was great hosting a client lunch featuring Janney Chief Investment Strategist, Mark Luschini at the Hackensack Golf Club. Thank you Mark for a terrific & informative discussion on the current economy, financial markets & investment strategies!
2023 Collection for The Hackensack Meridian Children's Health Children's Cancer Institute
With your help & support the Janney Hackensack branch was proud to present a collection of children's toys, games, crafts and a donation check in the amount of $4,600 to the Hackensack Meridian Children's Health Children's Cancer Institute. Thank you to everyone who contributed to this wonderful and well-deserving organization.
Video Resources
REAL ID
The U.S. Department of Homeland Security has once again extended the REAL ID enforcement deadline.
Should You Buy a Vacation Home?
Many of us dream of owning a vacation home but does purchasing one make sense for you?
401k Tax Benefits
Besides building a nest egg for retirement, the benefits of contributing to a 401k can include lowering your current tax bill.
Industry Events & Professional Development
How the Financial Industry Can Attract and Retain More Women Advisors
I was proud to share my story of not only breaking into – but thriving within! – the financial services industry with AdvisorHub recently. I started as a mentee to G. Thomas Croonquist, Jr. here at Janney 25 years ago to now enjoy more than anything giving back to the industry by helping influence more women to choose this career path.
2023 Financial Advisor Development Program Panelist
It was great visiting the home office of Janney Montgomery Scott LLC in Philadelphia and being a panelist for the Financial Advisor Development Program. It was fun sharing my career path & best practices regarding client relationships with this year’s cohort.
2023 Forbes / SHOOK On-the-Road Event
It was great spending an afternoon in NYC at the Forbes / SHOOK On-The-Road Regional Event hearing from industry leaders on topics such as practice management, the markets & economy.
Office Information
Phone:
Text:
Toll-free:
Fax:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.