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.
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.
Jay Guyer serves as Vice President, Senior Financial Planner in Janney Montgomery Scott’s Wealth Planning Department. He focuses on supporting the advanced financial planning efforts for the Firm’s Western region. In his role, Mr. Guyer serves as a resource for Financial Advisors working with complex client-planning needs to assist clients with meeting their goals and objectives. Mr. Guyer is based in Janney’s Pittsburgh, PA office.
Mr. Guyer has more than 30 years of experience in the financial services industry. He joined Janney from M&T Bank/Wilmington Trust, where he served as a Senior Financial Planner supporting their Western Pennsylvania and New York branches. Prior to M&T Bank, he spent time as the Director of Financial Planning with Omega Bank in State College, PA. He also served as a Financial Planner with The Vanguard Group.
Mr. Guyer is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He also holds his Series 6, 7, 24, 63 and 65 securities licenses and earned the Pennsylvania Life, Accident & Health, Fixed and Variable Annuity licenses. Mr. Guyer received his JD and LLM in Tax Law from Taft Law School and has a Bachelor’s degree in Education from Juniata College.
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
Shurdonna is a Vice President and Director of Janney’s High Net Worth Consulting Group, where she leads a team focused on delivering a comprehensive wealth management experience for individuals, families, business owners, executives, professional athletes, and other clients with complex financial needs. She partners with Financial Advisors to bring together the firm's specialized resources and expertise, delivering tailored solutions aligned with clients' long-term objectives. By coordinating specialists across investment management, estate and trust planning, tax strategy, asset protection, charitable giving, lending, business owner solutions, executive services, and alternative investments, she helps provide integrated guidance designed to address the evolving needs of high-net-worth clients and their families.
Shurdonna brings more than 18 years of experience in investment management and wealth planning. Prior to her current role, she served as Assistant Vice President and Wealth Strategist, supporting advanced planning initiatives across Janney's Mid-Atlantic region. In that capacity, she partnered with Financial Advisors and their clients on sophisticated planning matters involving estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.
Before joining Janney, Shurdonna served as a Financial Advisor with Vanguard Personal Advisor Services®, where she managed investment portfolios and served as the primary advisor to high-net-worth individuals and families, providing comprehensive wealth management guidance across investment strategy, financial planning, and long-term wealth stewardship. Earlier in her career, she was a Financial Advisor Associate within Vanguard Asset Management Services, supporting many of the firm's most complex ultra-high-networth clients through portfolio construction, investment analysis, and comprehensive financial planning. She also participated in Vanguard's Accelerated Leadership Development Program, completing rotations in the firm's International Client Services, Retirement Plan Services, Education Savings Group, and Retail Investor Group.
Shurdonna is a Certified Financial Planner™ professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.