Our Team

With over 50 years of combined industry experience, we help you to define your financial objectives, and then use that knowledge to recommend 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.

We engage with our clients to create and recommend a “game plan” to help them in reaching their goals and dreams. To us, success depends on strong communication, adaptability to evolving circumstances, and a steadfast commitment to our clients’ life goals. We take great pride in serving many generations of clients. We proudly celebrate with them their retirements, dream homes, the births of children and grandchildren, graduations, and the creation of lasting legacies that they are able to share with future generations.
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Donna Judge
Executive Vice President / Wealth Management, Financial Advisor
About Donna

Donna has over 30 years of experience in the financial services industry and, prior to joining Janney, served as Financial Advisor at Wells Fargo Advisors and, through mergers and acquisitions, their predecessor firms of AG Edwards and Wachovia Securities. She has been recognized by Forbes as a Best-In-State Wealth Advisor, a recognition which was based on interviews and advisor productivity data collected by SHOOK Research, an independent and objective rating firm. Forbes also recognized Donna as a 2021 Top Women Wealth Advisor.

Donna and her family currently reside in Old Saybrook, Connecticut. When she’s not in the office, Donna enjoys painting, skiing, gardening, and spending time with her large extended family. She is actively involved in her community, hosting events and fundraising for numerous local charities, including not-for-profits benefiting our military and promoting financial literacy for women.

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Scott Trevethan, CMFC®, AAMS®
First Vice President / Wealth Management, Financial Advisor
About Scott
Scott began his career in the financial services industry in 1993, most recently serving as Financial Advisor with Wells Fargo Advisors. He holds the advanced designations of Chartered Mutual Fund Counselor (CMFC®) and Accredited Asset Management Specialist (AAMS®). Scott’s industry experience spans a number of roles, including branch management, marketing, compliance, and advisor training. He obtained a Bachelor of Science in Business Management degree from Central Connecticut State University, where he also played Division-1 Tennis.

Scott and his wife reside in Berlin, CT and they are proud parents to three grown children. He is actively involved in his community, serving on the board of the TCOP Foundation, a family charitable organization. He also works with his local chapter of Catholic Charities and participates in raising funds for various programs for local high school students. Scott has a strong passion for coaching youth athletics, which includes athletes who have competed on a regional and national level in hockey and tennis.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.