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 recommend 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.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Vision Mission Values
Vision Mission Values
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 09, 2026
The Benefits of Transferring Wealth During Your Lifetime
Building a legacy doesn’t always have to wait.
Giving during your lifetime may provide an opportunity to support loved ones when it matters most, start meaningful conversations, and experience the impact of your generosity firsthand.
#EstatePlanning #LegacyPlanning #Janney
November 09, 2026
1031 Exchanges: What Real Estate Investors Should Know
Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved. Explore key considerations, including important timelines, qualifying properties, and potential tax implications.
November 09, 2026
The Expanding Space Economy: Opportunities Beyond Earth
What’s driving the rapid expansion of the space economy? In his latest commentary, Michael Halloran explores how falling launch costs, advancing satellite technology, increased defense spending, and new commercial applications are reshaping the space economy. Click the link to read the full report.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.