Our Team
Richard Keetley is a co-founding member of QL Wealth Advisors at Janney Montgomery Scott LLC in Lutherville, MD. Rich oversees a group of financial professionals serving high-net-worth individuals and families. He places emphasis on tax-efficient wealth accumulation strategies, retirement income planning, and legacy wealth transfer to future generations.
After graduating from Johns Hopkins University, Rich began his financial services career at Legg Mason in Baltimore where he became a Certified Financial Planner. In 2009, Rich and his group moved to Janney Montgomery Scott. With their collective experience and industry knowledge, they established QL Wealth Advisors with a focus on helping clients in their pursuit of financial peace of mind.
Rich’s years of leadership in advisory and investment committees have led to numerous recognitions by prestigious publications such as Financial Times and Forbes. Rich actively engages in his community through volunteer work with St. Ambrose Housing & Aid Center and the Helping Up Mission. He enjoys traveling and spending time with his wife and family in Phoenix, MD.
Stephen Goldstein is the second co-founder of the QL Wealth Advisors at Janney Montgomery Scott LLC. As an Executive Vice President, he focuses on creating personalized financial plans for clients and maximizing retirement income.
Upon graduating with a BS in Business from the University of Maryland and an MSF from Loyola College of Baltimore, he began his career at Legg Mason where he became a Financial Advisor. Steve joined Janney in 2009 where he and Rich Keetley founded QL Wealth Advisors. He takes pride in the close collaboration of his team and their mission to provide clients with financial peace of mind. He has been recognized by multiple publications such as Financial Times and Forbes for his commitment to clients and professional excellence.
Steve stays active in his community as a member of the Board of Directors for the Chizuk Amuno Foundation, a not-for-profit that provides religious services, education, and scholarships for children of the community. He is also an active blood donor with the American Red Cross. He enjoys watching and supporting the Baltimore Ravens and Maryland Basketball. In his free time, he enjoys gardening, being outdoors, and spending time with his wife, children, and dog Buddy.
Kris Olenginski is an experienced financial service professional who started his career at Legg Mason in Baltimore. After Legg Mason was acquired by Smith Barney, Kris gained experience as a consulting group analyst – managing research, selection, and planning. Kris joined Janney in 2009 alongside Richard Keetley and Stephen Goldstein to form QL Wealth Advisors. Together they have leveraged each other’s experience, offering clients financial peace of mind.
Kris is a graduate of Mount Saint Mary’s University and holds the Certified Financial Planner designation as well as series 7, 66, Life & Health licenses. He is passionate about helping clients create roadmaps to achieve their financial goals and help to create a legacy to provide for the next generation. He takes a holistic approach to financial planning – assessing his clients' unique goals and developing strategies to meet them.
Kris resides in the Baltimore area proudly supporting the Ravens and enjoys traveling, golf, snowboarding, wakeboarding, and surfing. He is also a passionate offshore angler and is actively involved with OC Reef Foundation, a non-profit organization focused on artificial reef construction along the Maryland coast.
Brandon joined Janney Montgomery Scott in 2016, where he held numerous positions in the Wealth Management Department at Janney’s Corporate headquarters in Philadelphia. In his previous roles, Brandon worked with Janney financial advisors to provide suitable investment recommendations that fit their client’s goals and objectives.
As an opportunity to help clients directly, Brandon joined QL Wealth Advisors where he collaborates with the team to offer clients financial peace of mind through their various services. His primary responsibilities include financial planning, implementing investment solutions, and providing a high-level of service to clients.
Brandon is a graduate of Towson University and is licensed in Series 7 & 66. He also holds the Certified Financial Planner (CFP®) designation, as well as Accredited Asset Management Specialist (AAMS®) professional designation.
In his free time, Brandon spends time with friends and family and enjoys staying active by participating in outdoor activities such as running, golfing, and fishing. He is an avid Philadelphia sports fan and enjoys cooking and visiting new restaurants. Brandon resides in Baltimore, MD (Canton).
Katie Hughes started her career at Legg Mason in 2001 as a client service representative. With over 20 years of industry experience, she considers herself the “Queen Bee of Client Concierge”, of the group. She focuses on providing clients with an excellent service experience and operates with grace and kindness.
She holds Series 7, 66, and Life & Health Insurance licenses.
Katie grew up sailing the rivers and creeks of the Chesapeake Bay. She has transitioned her love of water to land and spends her weekends volunteering at Wellspring of Life Farm which specializes in equine therapy for military veterans and first responders. She lives in Baltimore with her high-school son and great Dane, Blue.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
Ed advises Janney clients and their families through their unique investment journeys by providing advanced estate planning, wealth transfer, and income tax planning strategies. In addition, Ed develops tailored financial planning for high-net-worth clients by reviewing their complex needs and goals to help ensure their legacy benefits the heirs and charities they care about the most.
Ed has a diverse financial background with over three decades of varied experience including serving as a principal for a national public accounting firm, trust counsel for major financial institutions, and as a practicing trusts and estates lawyer. He has extensive experience in estate, fiduciary, and individual income tax planning for ultra-high net worth clients. He also has significant experience with asset protection planning, closely held business owners, and entity structuring.
Ed was previously a practicing tax and estate planning lawyer in Connecticut and Florida and has been a frequent speaker at seminars on various tax, financial, and estate planning topics. He previously served on the editorial advisory board for a national estate planning publication, and has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.
Ed received his J.D. from Quinnipiac University and his B.B.A. in Accounting from St. Bonaventure University. His professional affiliations include East Coast Estate Planning Council; The Florida Bar, Member RPPTL Section; New York State Bar Association; Connecticut State Bar Association; Boca Raton Estate Planning Council, Board Member; South Palm Beach County Bar Association; and United States Tax Court. He has served, or is serving, on the board of directors or committees for various community organizations including America Red Cross; Boca Raton Historical Society; Boca Raton Museum of Art; Greater Boca Raton Chamber of Commerce; Humane Society of Broward County; Leaders in Furthering Education; Leukemia and Lymphoma Society; and State of Israel Bonds Corporation.
Kathleen is a Vice President and Senior Financial Planner in Janney’s Wealth Planning Department. She supports Janney’s Western regional offices and is based out of Pittsburgh, Pennsylvania.
Kathleen provides comprehensive solutions designed to effectively address complex issues to help high net worth clients, business owners, corporate executives, and others meet their goals and objectives. She assists Janney’s Financial Advisors by providing subject matter expertise to analyze a wide variety of issues including estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Professional Experience
Kathleen has extensive experience in estate, fiduciary, and individual income tax planning for high net worth clients. Prior to joining Janney, she spent over 20 years serving as a senior wealth planning strategist at large national wealth management institutions including The Bank of New York Mellon and PNC Private Bank. Kathleen began her financial counselling career with The Ayco Company LP (now part of Goldman Sachs). She received her Accredited Investment Fiduciary (AIF®) designation and served as fiduciary research specialist for Fi360 where she developed fiduciary educational programs for AIF® designees, CFPs, and other financial advisors.
Personal Background
Kathleen received her Juris Doctor from Duquesne University’s School of Law and Bachelor of Science in Business Administration also from Duquesne University. She is certified as an Accredited Investment Fiduciary (AIF®). Kathleen has been a frequent speaker at seminars on various financial and estate planning topics. She published several articles for Kiplinger’s Wealth Creation column and has been quoted in Barron’s, Think Advisor, and other industry publications. Kathleen is a member of the Estate Planning Council of Pittsburgh and the Allegheny County Bar Association.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association