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 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: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 17, 2026
At Janney, we continually seek ways to enhance our level of service, guidance and resources we provide to you. With that in mind, I am excited to share important news regarding the continued growth of our practice.
I will be expanding my practice to include Mitch Altro, Jeff Schnee, and John Ruggiero – who are all advisors that I have worked closely with in Boca Raton for many years. In addition to Hina Iervolino, we are adding Faith Sutter and Sandy Lashmit to the support staff and who will be a welcomed addition to the team providing dedicated client service:
EMPIRE COAST WEALTH PARTNERS
I have worked alongside these advisors for many years and admire how they run their practices. Mitch Altro and Jeff Schnee have led Legacy Wealth Advisors for many years and have been recognized as a Forbes Best-in-State team every year since 2022. John Ruggiero was the lead advisor for The Heritage Wealth Management Group team who have expanded to maintain an office in Westchester, NY and Boca Raton, FL.
John Iervolino and I have worked together for 10 years to manage the Florida region and my practice and I am so grateful that he is continuing with us in this next chapter. Jeff and I have been working as colleagues in the industry since 1993. I hired Mitch in Fort Lauderdale 12 years ago and since brought him to Boca. John came to Janney in 2008 and have grown a mutual admiration for how each other run our practices. We all have deep connections with and admiration for the other advisors that are forming Empire Coast Wealth Partners, making this a truly exciting next chapter in my career.
While each of us has a unique background and perspective, what makes this partnership so powerful is how closely aligned we are in our values, philosophy, and commitment to serving our clients. Our team is so excited to start formally working together to help clients in Preserving Heritage and Building Legacy for generations to come.
While I will still be your primary financial advisor, you now have the added benefit of this collaborative team working together on your behalf. As Empire Coast Wealth Partners, we are excited about this next chapter and the opportunities it creates to serve you at a higher level.
Please feel free to contact me with any questions or visit our website for more details.
For more information about awards referenced, including relevant criteria, please visit www.janney.com/award-disclosures. For more information about Janney, please see Janney's Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
September 17, 2026
Life Insurance: It's Not Just for Income Replacement
September is Life Insurance Awareness Month—a reminder that life insurance can support a range of financial planning needs.
Beyond protecting loved ones and replacing income, it may also support broader goals around retirement income, estate planning, and legacy planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.