Our Team
With our combined years of industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution. Learn more about our team below.
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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.
Video Library - " Ana Ludemann "
What Happens to Your Assets in a Divorce
Financial Education on Divorce Support
Planning For Your Future and Your Child's Future
Empowering Informed Decisions for Lifelong Success and Family Planning
Estate Planning - Is Your Plan Up To Date
Estate Planning Awareness: Why Reviewing Your Plan Matters
Building Connections. Creating Experiences.
Wealth and Health: The Road to Financial Freedom and Beauty
...Where Wealth Meets Health...What an inspiring evening at Kyma in Roslyn, bringing together incredible people for meaningful conversation around health, wealth, longevity, energy, and living a life of a true abundance.We created a space to connect, learn, share perspective, and explore what it truly means to build a life that is both financially confident and physically well.Because true wealth means little without health- and health becomes even more powerful when paired with purpose, energy, and the freedom to fully enjoy life. Grateful for the meaningful conversations, new connections, and shared inspiration.#WealthandHealth #FinancialWellness #HealthyLiving #WealthBuilding
Wall Street Run and Heart Walk 2026
Ana had an incredible time at the American Heart Association Wall Street Run & Heart Walk! ❤️ Proud to attend alongside the amazing team from Janney Montgomery Scott, supporting such an important cause and coming together for a meaningful evening focused on heart health, awareness, and lifesaving research. Events like this are a powerful reminder of what can happen when community, leadership, and purpose align. Grateful for the opportunity to connect with incredible people while supporting a cause that touches so many lives. #AmericanHeartAssociation #HeartWalk #WallStreetRun #JanneyMontgomeryScott #HeartHealth #CommunityImpact #GivingBack #Leadership #NYC
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.