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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David Varela
Senior Vice President/Investments, Complex Manager
Cynthia E. Morris, CLTC®
Satellite Manager
Kelsey Getchell
Registered Private Client Associate
Daniel J. Honan of the Honan Group
Executive Vice President / Wealth Management, Financial Advisor
Nellie Honan, CFP®, AWMA® of the Honan Group
Financial Advisor
Hans Underdahl
Senior Vice President / Wealth Management, Financial Advisor
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.
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 Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 22, 2025
Protect Yourself From Scams Targeting Retirees
Retirees are prime targets for scammers. Learn how to safeguard your or your loved one’s finances in this article: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/10/11/protect-yourself-from-scams-targeting-retirees
#FraudPrevention #ScamAwareness #ProtectYourself #Janney
April 04, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. For useful strategies, read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
April 02, 2025
Attention Social Security beneficiaries! Starting in April 2025, the Social Security Fairness Act could increase payments for those who qualify. Learn more about this important change and what it means for you: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/02/28/an-important-update-on-social-security-benefits
#SocialSecurity #RetirementPlanning #WealthManagement#Janney
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.