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.
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 are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 13, 2025
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
January 02, 2025
Janney’s 2025 Market Outlook
Taking a look into what 2025 has in store for investors.
December 12, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
Message me to learn more!
Janney News
Janney Adds 27 Experienced Financial Advisors in 2024
Adds over $4.3 billion in assets under advisement to Private Client Group.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
KKR to Acquire Janney Montgomery Scott from Penn Mutual
Following the close of the transaction, Janney will become a standalone private company that will continue to operate independently.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.