Our Team
As a seasoned Financial Advisor, Rob has guided individuals and families through three decades of market cycles, providing comprehensive strategies to help them grow, manage, protect, and transfer their wealth. Rob graduated from Clemson University with a Bachelor of Science in Financial Management and a minor in accounting. He later attended the University of South Carolina where he completed the Certificate of Financial Planning education program at the Darla Moore School of Business. He is designated as a CERTIFIED FINANCIAL PLANNER® professional from the Certified Financial Planner Board of Standards, Inc. and is licensed through FINRA with Series 7, Series 65, and Series 63 registrations. Rob retired honorably from the South Carolina Army National Guard after 22 years of service. He resides in Lexington, SC with his wife Kristen and is the proud father of four boys – Thomas, Colin, Mason, and Robert. When he is not working, he enjoys spending time with family and friends, attending Clemson football games, and exercising. He is a member of Mt. Horeb Methodist Church and remains active in his community though numerous philanthropic efforts. He has served as an assistant baseball coach for the Diamond Youth Baseball League where his son, Robert, played first base. He is a member of various clubs and organizations including American Legion Post 193, Riverbanks Zoo & Garden, and Veterans of Foreign Wars.
As a Senior Registered Private Client Associate, Julie works alongside Rob to deliver comprehensive administrative and operational support while providing each client with personalized service. She assists in the day-to-day operations and plays an integral role in ensuring an outstanding client experience. Julie is a graduate of the University of South Carolina, earning a Bachelor of Science in Management. She holds her Series 7, Series 63, and Series 65 licenses, and resides in Chapin, SC with her husband Donnie. Outside the office, she enjoys traveling and boating on Lake Murray with her family.
As a Marketing Intern, Meredith assists in developing and executing marketing strategies that strengthen Rob's professional brand and client communication. She brings a background in sales, recruitment, and marketing to support initiatives that enhance client engagement and uphold Rob's commitment to trusted financial guidance. Meredith is a Clemson graduate and enjoys shopping, reading, and spending time with her family and friends.
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.
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.
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