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Our team members have dedicated their careers to guiding individual investors and families through some of life’s most important financial decisions by focusing on superior advice and dedicated service. Our culture is fostered by the individuals on our team who all have an attitude of ‘client first’ and genuine personal attention.
Andrew R. Nehrbas
Executive Vice President/Wealth Management, Financial Advisor
David S. Penn, CFA®
Executive Vice President/ Wealth Management, Financial Advisor
Meg Tegler Hardesty, AWMA®
Associate Vice President/ Wealth Management, Senior Account Executive
Steven M. Lane, CFP®, AWMA®
Associate Vice President/Wealth Management, Senior Account Executive
Christopher W. Gagnier, CFA, CIMA®
Senior Registered Private Client Associate
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
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 provide a personalized plan designed to meet your needs.
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
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: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Partners In Wealth
Clients sleep well with their assets under the watchful eye of Nehrbas Wealth Management
Something's Not Working and That's OK!
“It's tough to make predictions, especially about the future.” – Yogi Berra
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.