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.
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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.
October 05, 2026
Janney | MyClearMatch
Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.
Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.
Explore ClearMatch to learn more.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
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.
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.
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.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.