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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Gordon Eide
Senior Vice President / Investments, Branch Manager
About Gordon
Gordon serves as Senior Vice President/Investments and Branch Manager in the Richmond office of Janney Montgomery Scott. During his 34 years of experience in the financial industry, Gordon has developed a client service philosophy that focuses on helping clients achieve their long-term financial goals. By using all of Janney's resources and capabilities, Gordon strives to provide recommendations for his clients with a minimized risk factor.

The services and solutions that Gordon provides to his clients through Janney cover a wide range of areas.

Gordon received his A.B. at the College of William and Mary. He worked as an educator and coach prior to beginning his financial services career and joined Janney in April of 2009. His decision to come to Janney was based on Janney's true commitment to helping clients achieve their financial goals. Since coming onboard, Gordon has been recognized for many achievements: Branch Manager of the Year (2012), Master's Club (2011-2014) and Branch Managers Advisory Council (2013-2014).

Having been a Board Member of The Virginia Securities Association and The Chesterfield Adult Soccer Association, Gordon is a proponent of being active in local organizations.

Outside of the office, Gordon's favorite activities include adult soccer and fishing. He also enjoys spending time with his wife, three children and six grandchildren.

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James F. Baron, AIF®
Financial Advisor
About James
John joined Janney in 2009. He is an Account Executive and an Accredited Investment Fiduciary®. John focuses on managing the team’s 401(k) and retirement plan business. John can also provide individual financial recommendations. John began his career at GE Capital in 2000, and he joined The Strange Group in March of 2002 at Legg Mason.

John graduated with a BA in Economics and Government from the College of William and Mary in 2000. He is a licensed insurance agent, and holds his Series 7 and 66 licenses. John and his wife Heather live in Westover Hills with their daughter Virginia.

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Richard Crittenden, Jr., AIF®
Senior Vice President / Investments, Financial Advisor
About Richard
I have been in the Financial Services industry for over 30 years and have dedicated my career to guiding my clients through some of life’s most challenging financial situations. I have always believed in providing tailored recommendations and unparalleled service to help clients achieve their financial goals.

I define my success by how well I understand a client’s situation and how well the customized recommendation that we develop, together, works. I strive to help my clients reach their personal wealth management goals with open communication as well as an understanding of their needs.
 
I have completed the Retirement Income Planning Certificate Program and I now hold the Retirement Income Planning Certification. Janney, in conjunction with the Wharton School at the University of Pennsylvania, created this intensive course focused on unique strategies to effectively plan for retirement income, and to equip Financial Advisors with the tools necessary to create comprehensive retirement income solutions for their clients.

www.richardcrittenden-janney.com
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Melissa G. Garrett, AWMA®
Financial Advisor
About Melissa
Melissa joined Janney in 2015 as a Financial Advisor. Melissa focuses on recommending services and solutions for individuals and families. Melissa began her investment career in 2006 at Davenport & Company, a regional brokerage firm. Prior to joining Janney, Melissa was a Vice President of Investor Relations with Private Advisors, a $6 billion alternative investment management firm based in Richmond. In this role, Melissa worked with a variety of investors that included high net worth individuals, foundations, endowments, pension funds, and more.

Melissa graduated from the University of Virginia with a BA in Economics. She is an Accredited Wealth Management Advisor℠, holds her Series 7, 63 and 65 licenses, and is a licensed insurance agent. Melissa and her husband Ted live in Midlothian with their twin boys Harrison and Clay.

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Niki L. Gooding, AWMA®
Financial Advisor
About Niki
Niki brings extensive client service experience to The Lindbloom Group. Having spent time with Wachovia Securities, which later became Wells Fargo Advisors, Niki is often the first point of contact for a client, and collaborates with the team to deliver a personalized client experience . She holds FINRA Series 7, 66 and 31 securities licenses as well as insurance licenses. She also holds the Accredited Wealth Management Advisor designation. Originally from Burlington, Vermont, Niki graduated from East Carolina University with a degree in Marketing. She currently lives in Richmond, VA where she enjoys cooking, watching football, and bike riding around the Museum District.


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Jack T. Heyl
First Vice President / Wealth Management, Financial Advisor
About Jack
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F. Houghton Phillips
EVP/Wealth Management, Financial Advisor
About F.
Prior to joining Janney, Houghton served as a Financial Advisor with Merrill Lynch for 23 years. He is very knowledgeable in sophisticated financial strategies, wealth planning and investment issues. Houghton has extensive experience in assisting clients learn about the choices they have for their retirement planning and conversion into a source of retirement income. Prior to joining Merrill, Houghton spent several years working in New York in institutional trading. Houghton adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.

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Philip H. Janney
Vice President / Investments, Financial Advisor
About Philip
Philip has eleven years of experience in the financial services industry. He started his career at Morgan Keegan & Company in 2004 before transitioning to Janney Montgomery Scott LLC in 2011. Philip is a student of the investment world. He uses a combination of technical and fundamental analysis to tailor client recommendations. He believes in contrary investing, and holds the opinion that technical analysis can uncover fundamentally want is happening in the marketplace. Philip focuses on analyzing trends in stock, bond, commodity, and option markets. Philip holds the Series 7, Series 66, and Life & Health Insurance designations. He received his undergraduate degree in Business Administration from the University of Richmond in 2003. Philip resides in Richmond, Va., with his wife Jill and children Luke and Juliet.

www.kayjanneyinvestmentgroup.com

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David E. Jennings
First Vice President / Wealth Management, Financial Advisor
About David

David joined Janney in 2017, attracted to the boutique nature of the firm and accessibility to the senior leadership and support teams in the home office. He had spent the previous 21 years with Merrill Lynch as a Senior Financial Advisor, earning accolades as a Top Wealth Manager in Richmond and holding various leadership roles in the division.

 

Outside of the office, David is active in a number of civic and charitable organizations, as a volunteer with Ronald McDonald House and Bon Secours Hospital, and as a coach of the St. Michael’s middle school golf team and Richmond Little League.

 

David is a graduate of Washington & Lee University in Lexington, VA, and stays involved in alumni relations by acting as Alumni Liaison on the Washington & Lee Regional Alumni Board and working with the Washington & Lee Alumni Admissions program.

 

David and his college sweetheart, Caroline, have been married for over 20 years and reside in Richmond with their two boys and dog. They enjoy traveling, golfing, and skiing.


http://www.phippsjenningswm.com

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William S. Jeter
Vice President / Wealth Management, Financial Advisor
About William
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Christopher Lindbloom
Senior Vice President / Wealth Management, Financial Advisor
About Christopher
Christopher Lindbloom has over 25 years of experience in the investment industry, and thus has navigated his way through several complete market cycles. He is Series 7, 63, and 65 licensed, as well as licensed for insurance and annuities. Chris brings a unique perspective to the sometimes analysis-intensive investment process. In a prior career he was a university professor of music, and holds a doctorate in music from the University of Southern California. In addition to remaining active in music, Chris enjoys running 10k’s and half marathons, and sailing on the Chesapeake Bay with his wife, Nancy Glinn Powell, who is a now-retired investment professional.

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Ethan Lindbloom, CFP ®, CLTC
Vice President / Wealth Management, Financial Advisor
About Ethan
Ethan joined the Lindbloom Powell Group in 2004 at Legg Mason. He studied French at the University of Richmond. Prior to his career in wealth management, Ethan worked at the Virginia House of Delegates during eight legislative sessions. Ethan’s approach to financial services is highly individualized. In addition to all the requisite FINRA registrations, Ethan achieved the CERTFIED FINANCIAL PLANNER™ designation after completing the highly demanding and extensive curriculum. He also hold the Long-Term Care certification. Ethan lives in the Museum District with his wife Shannon and two daughters, Claire and Alice. Outside the office, he is an avid cyclist and could be found competing in local and regional races. He is a passionate believer in Richmond’s viability as a great place to live, work, play, and raise a family, and he supports organizations that share this vision.

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John D. Phipps
Senior Vice President / Wealth Management, Financial Advisor
About John

For over 30 years, John has served as a Financial Advisor, striving to provide his clients with the highest level of investment services while helping them to solve their investment needs and meet their financial goals. Each of his clients is extremely valued and attentive personal attention is paid to each of their financial needs. His practice includes working with individuals and families, as well as financial recommendations to foundations and non-profit organizations.


John’s client service philosophy revolves around helping clients build & protect wealth.


John’s accomplished career began in 1984 in the financial services industry. John spent the first three years of his career as a Financial Advisor for Paine Weber Jackson & Curtis. John moved on to become the 1st V.P./Investments at Legg Mason Wood Walker, where he would excel until 2005 and spend nine years on the Presidents Council. He then transitioned to be a Senior V.P./Investments for Smith Barney over the next four years, again serving on the Presidents Council for two of them. Attracted to Janney Montgomery Scott because of the firm’s client-centric mission and its open investment architecture, Janney is proud to have John as a Senior Vice President/Wealth Management since April, 2009.


John earned his bachelors degree in Business Administration & Management at the Virginia Commonwealth University, with a minor degree in Economics. A strong proponent of community involvement, John served on the Board of Directors for St. Michael’s Episcopal School from 2005-2010. He has served as a member of the Executive Committee, Building Committee, Chairman of the Finance Committee and as Treasurer. John currently serves on the VCU Athletic's Advisory Board.


http://www.phippsjenningswm.com

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Allan H. Strange, AIF®
Executive Vice President / Investments, Financial Advisor
About Allan
Allan joined Janney in 2009. He is an Executive Vice President/Investments, an Accredited Investment Fiduciary® and has been a member of the Firm’s CEO Roundtable since joining the firm. In 2015, Allan was honored as Janney’s Financial Advisor of the year.

Allan has been working in financial services for over 34 years. Allan has been consistently recognized as a top Financial Advisor in the state of Virginia and the country. Allan was recognized as one of America’s “Top 1,200 Advisors” by Barron’s in 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, and 2009. Allan was named to the inaugural Financial Times Top 401 Retirement Plan Advisors in 2015. He has also been recognized as a “Top 400 Advisor” by the Financial Times and a "Best-in-State Wealth Advisor" by Forbes magazine.

Allan graduated from East Tennessee State University. An avid golfer, Allan played professionally for 3 years after college. He was the founder and first president of the Metropolitan Richmond Sports Backers. Allan is also a past Board member of Richmond Forum and a past board member of Virginia State Golf Association (VSGA). Akin to Janney’s long standing commitment to community, Allan is active in many local charities by assisting with fund raising efforts. Outside of the office, Allan enjoys golfing and spending time with his wife, Jodi, and their daughter, Samantha.

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A. Scott Layne
Branch Operations Manager
About A.
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Our Associates
of the Richmond Office
About Our
  • Erin Antill - Registered Private Client Associate
  • Lauren Clark - Registered Private Client Associate
  • Tama Garrett - Private Client Associate
  • Marsha Matthews - Registered Private Client Associate
  • Joel Meeks - Registered Private Client Associate
  • Chris Snowling- Registered Private Client Associate
  • Kristina Spurlock - Private Client Associate
  • Shelli Staples- Private Client Associate
  • Trevor Vick- Private Client Associate
  • Tyler Walters- Registered Private Client Associate
Contact
Supported By

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.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

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.

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Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.

 

Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.

 

Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 

 

He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.

 

Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.

 

Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.

 

Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.

 

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Jack Cintorino
Vice President, Senior Financial Planner
About Jack

Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.

 

Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.

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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

 

Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

 

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

 

In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.