Our Team
With a legacy of strong, deep and enduring client relationships, the Krauss Investment Group offers targeted investment recommendations, access to research, and comprehensive solutions to meet your financial needs. 

Whether it is retirement, estate planning, tax saving, or planning out your financial goals and strategies, our team can provide recommendations, coverage, and practical experience you require.  Rusty, Phil, David, and Katie will honor the trust placed in them by every one of their clients.
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Rusty Krauss, AWMA®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
About Rusty
Rusty Krauss, AWMA℠, CLTC, joined Janney Montgomery Scott in 1994. He studied Economics at the University of Delaware and is an Accredited Wealth Management Advisor. With over 25 years of industry experience, Rusty provides individual and corporate investor’s with an informed and personalized approach to all aspects of financial planning. Committed to developing wealth management strategies designed to meet each of their unique goals, he formed the Krauss Investment Group in 2003 to further define and enhance the resources available to his clients. Rusty is well respected for his leadership and enduring client relationships and is consistently recognized as one of Janney Montgomery Scott’s most distinguished advisors.
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David R. Dansby, CFP®
Assistant Vice President / Wealth Management, Financial Advisor
About David
David R. Dansby is a CERTIFIED FINANCIAL PLANNER™ professional, and Financial Advisor with over 20 years of experience in the financial services industry. David is an integral part of the planning process for the Krauss Investment Group, offering sophisticated financial plans designed with each clients’ immediate, and long-term objectives in mind. A graduate of the University of the South-Sewanee, David earned his CFP® from the Georgetown University Center for Continuing and Professional Education.

David currently resides in Barnesville, MD with his wife, Bettie. They have four children and countless farm animals. David enjoys playing in a summer golf league, as well as weekend poker games.
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Philip T. Krauss, CFP®
Assistant Vice President / Wealth Management, Financial Advisor
About Philip

Phil Krauss has dedicated his career to providing custom and exceptional financial services to our clients since 2003. A University of Maryland alumnus and proud father of two, Phil is an experienced CERTIFIED FINANCIAL PLANNER™ professional, whose specialties include portfolio management, retirement income planning, annuity and insurance solutions, and college planning strategies.

 

A lifelong fan of the Baltimore Orioles, Phil also enjoys coaching youth baseball and proudly supporting Special Olympics DC. He resides in Silver Spring, MD.

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Katie Shuler
Private Client Associate
About Katie

Katie Shuler joined the team in 2018 with a background in client service, marketing, and operations. She serves as a Private Client Associate providing highly personalized client service while being a critical part of the daily operations, marketing, and administrative needs of the business. Ensuring each client fully understands our process, Katie strives to be the point-person for any questions.


Katie and her husband reside in Falls Church with their adorable toddler, Rowen. She loves to get outside in nature, travel, and spend time with her family and friends. 

Supported By

We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.

 

Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.

 

Debra earned a B.A. in Business Administration from Rutgers University.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.

 

Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.

 

Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.

 

Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.

 

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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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.