Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
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Thomas A. Conaghan
Branch Office Manager
Jim Newman, AWMA®
Senior Vice President / Wealth Management, Financial Advisor
Todd Bernstein
First Vice President/Wealth /Management, Financial Advisor
Jeffrey Tidwell, CLTC®
Executive Vice President/Wealth Management, Financial Advisor
Michael Graves, CLTC®
Senior Vice President/Wealth Management, Financial Advisor
Rodger Goldman
Executive Vice President / Wealth Management, Financial Advisor
Steffy Kaiser
Assistant Vice President, Account Executive
Linda Wall
Senior Registered Private Client Associate
Lori Beardeaux-Proulx
Senior Registered Private Client Associate
Angela Winburn
Senior Registered Private Client Associate
Temple Waltemeyer
Branch Operations Manager
Kristina Bell
Private Client Associate
Garrett Lingle
Senior Registered Private Client Associate
Mady Rose
Registered PCA
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.