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.
David Varela
Senior Vice President/Investments, Complex Manager
Cynthia E. Morris, CLTC®
Satellite Manager
Kelsey Getchell
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.
Our History
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
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.
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.
Just Passed: Life Happens
On December 7th, we welcomed Meg Muldoon as she presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 28, 2023
Debt Ceiling Debate: What It Means for Bonds
What happens when the U.S. hits its debt ceiling and what does it mean for the bond market? Learn more in this article from our Investment Strategy Group.
January 27, 2023
Richard Keetley and Stephen Goldstein and Named Janney’s Financial Advisors of the Year
Congratulations to Rich Keetley and Steve Goldstein of QL Wealth Advisors for being named our Financial Advisors of the Year. This prestigious honor recognizes their history of exceeding client expectations and leadership in the office and community.
January 26, 2023
Forbes Recognizes 51 Janney Teams as Best-in-State Wealth Management Teams
Congratulations to The Honan Group, and all of the 51 Janney teams recognized as Best-in-State Wealth Management Teams by Forbes. These teams represent the best of our industry and we're proud to have them at Janney.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.