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.
... Read more.
Read less.
John R. Chase Jr., CFP®
Senior Vice President / Wealth Management, Financial Advisor
Wayne Howle
First Vice President / Investments, Financial Advisor
Edward S. Reames
Senior Vice President / Wealth Management, Financial Advisor
Phillip H. Hobbs
Financial Advisor Associate
Ginger S. Allen
Senior Registered Private Client Associate
Jessica Hill, AWMA®
Wealth Planning Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 09, 2026
Hawks Save Ammo for Dec
The Federal Reserve held interest rates unchanged at its October meeting, following September’s rate hike. Read the latest commentary from Janney’s Investment Strategy Group as they examine the Fed’s decision, differing views among policymakers, and what the latest signals could mean for another potential rate hike in December.
#FederalReserve #InterestRates #MarketInsights #JanneyInsights
November 04, 2026
A New Era for Women and Wealth
Planning for retirement is personal, and for women, there can be unique considerations along the way.
From longevity and caregiving to evolving financial priorities, this article highlights several factors worth considering as you plan for the future.
#RetirementPlanning #FinancialPlanning #WomenandWealth #JanneyInsights
November 03, 2026
The Expanding Space Economy: Opportunities Beyond Earth
What’s driving the rapid expansion of the space economy? In his latest commentary, Michael Halloran explores how falling launch costs, advancing satellite technology, increased defense spending, and new commercial applications are reshaping the space economy. Click the link to read the full report.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Help Protect Your Accounts by Designating a Trusted Contact
Appointing a trusted contact can help ensure the safety and security of your accounts, providing another layer of protection for your peace of mind.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
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.