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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 analyze your current financial situation, and provide a personalized plan designed to meet your specific 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 2023 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.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
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
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.