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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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Christopher J. Ozazewski, CFP®, CRPS®, CDFA®
Executive Vice President/Wealth Management, Financial Advisor
Elizabeth Plunkett, AWMA®
First Vice President/Wealth Management, Financial Advisor
Eric Decker, AAMS®, CLTC®
Vice President/Wealth Management, Financial Advisor
Ellie Bockstie, CFP®
Financial Advisor
Eliot Latchaw
Financial Advisor Trainee
Heather Jackman
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.
Financial Planning
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.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
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.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 16, 2024
Outlook 2025
Explore Janney's 2025 Market Outlook for valuable insights into our expectations for the year ahead!
Office Information
Address:
Office hours:
8:30 A.M. to 5:00 P.M.