Jeff Schultz, CFP®

Executive Vice President / Wealth Management, Financial Advisor

With over 25 years’ experience as a financial advisor, Jeff and his team draw upon the firm’s resources to provide goal-based financial planning, estate/charitable strategy, and custom investment/retirement strategies. Their boutique practice works with family Business Owners, Professionals (executives, investment bankers, lawyers), and Retirees.  Simply put, they help high net worth investors simplify and consolidate their nest eggs.

 

Jeff is a Certified Financial Planner™ (CFP®) professional and received his undergrad degree in Finance from Miami University, Oxford, Ohio. His experience includes work at Shearson Lehman, Smith Barney, Morgan Keegan, and Raymond James. He’s also had appearances on WSB-TV and Georgia Public Television and has been quoted in the Northside Neighbor and Tuxedo Road. In 2019 and 2022, he was named to the Best in State Wealth Advisor list in Forbes Magazine.

 

Jeff has been actively involved on boards and in philanthropy over the years and is currently serving on the Miami AD Circle board.  Jeff enjoys playing golf at Ansley Golf Club, skiing, and watching college sports.

About Jeff Schultz, CFP®

With over 25 years’ experience as a financial advisor, Jeff and his team draw upon the firm’s resources to provide goal-based financial planning, estate/charitable strategy, and custom investment/retirement strategies. Their boutique practice works with family Business Owners, Professionals (executives, investment bankers, lawyers), and Retirees.  Simply put, they help high net worth investors simplify and consolidate their nest eggs.

 

Jeff is a Certified Financial Planner™ (CFP®) professional and received his undergrad degree in Finance from Miami University, Oxford, Ohio. His experience includes work at Shearson Lehman, Smith Barney, Morgan Keegan, and Raymond James. He’s also had appearances on WSB-TV and Georgia Public Television and has been quoted in the Northside Neighbor and Tuxedo Road. In 2019 and 2022, he was named to the Best in State Wealth Advisor list in Forbes Magazine.

 

Jeff has been actively involved on boards and in philanthropy over the years and is currently serving on the Miami AD Circle board.  Jeff enjoys playing golf at Ansley Golf Club, skiing, and watching college sports.

Kevin McKane, CFP®, CRPS®

Account Executive

Kevin began his career in financial services in 2005 and is a Certified Financial Planner™ professional and Chartered Retirement Plan Specialist™. As an Account Executive for Schultz Wealth Management of Janney Montgomery Scott, Kevin is responsible for developing and implementing comprehensive financial plans for clients who engage with the group in an advisory capacity, and he serves the team’s private clients through making recommendations on wealth transfer strategies, retirement income planning, insurance protection evaluation, tax-sheltering strategies, estate planning techniques, and charitable giving & non-profit consultation. With that in mind, Kevin understands that many clients with significant wealth require a tailored, goals based approach to the financial planning process.

 

Kevin is a graduate from the Terry College of Business at the University of Georgia. He is an Atlanta native and lives in Historic Brookhaven in Atlanta with his wife Dr. Meg, a Pediatric Cardiologist with Sibley Heart Center, and their two children. Kevin enjoys playing golf at Capital City Country Club, traveling with his family, and all things UGA!


He currently serves on the Advisory Board for the Shepherd Spinal Center in Atlanta, and the Executive Alumni board for the Marist School. Over the years, he’s served in leadership roles and on committees for the 1998 Society-Children’s Healthcare of Atlanta, Fragile Kids Foundation, Trees Atlanta, and executive committee for the Nashville Chapter of the UGA Alumni Association.

kmckane@janney.com

(404) 926-2008

About Kevin McKane, CFP®, CRPS®

Kevin began his career in financial services in 2005 and is a Certified Financial Planner™ professional and Chartered Retirement Plan Specialist™. As an Account Executive for Schultz Wealth Management of Janney Montgomery Scott, Kevin is responsible for developing and implementing comprehensive financial plans for clients who engage with the group in an advisory capacity, and he serves the team’s private clients through making recommendations on wealth transfer strategies, retirement income planning, insurance protection evaluation, tax-sheltering strategies, estate planning techniques, and charitable giving & non-profit consultation. With that in mind, Kevin understands that many clients with significant wealth require a tailored, goals based approach to the financial planning process.

 

Kevin is a graduate from the Terry College of Business at the University of Georgia. He is an Atlanta native and lives in Historic Brookhaven in Atlanta with his wife Dr. Meg, a Pediatric Cardiologist with Sibley Heart Center, and their two children. Kevin enjoys playing golf at Capital City Country Club, traveling with his family, and all things UGA!


He currently serves on the Advisory Board for the Shepherd Spinal Center in Atlanta, and the Executive Alumni board for the Marist School. Over the years, he’s served in leadership roles and on committees for the 1998 Society-Children’s Healthcare of Atlanta, Fragile Kids Foundation, Trees Atlanta, and executive committee for the Nashville Chapter of the UGA Alumni Association.

kmckane@janney.com

(404) 926-2008

Allison Odenthal

Senior Registered Private Client Associate

Directing the client service and administration functions of the team, Allison is responsible for statement questions, money transfers, new accounts, and any other service related requests. Allison is licensed and has nearly a decade of financial services industry experience, including brokerage service operations, sales support, administration and training.

Before joining the team, she worked for Merrill Lynch and Seacoast Wealth Management. Allison has been married for over 15 years and has 3 young boys. She enjoys hiking and spending time with her family.

aodenthal@janney.com

(404) 926-2010

About Allison Odenthal

Directing the client service and administration functions of the team, Allison is responsible for statement questions, money transfers, new accounts, and any other service related requests. Allison is licensed and has nearly a decade of financial services industry experience, including brokerage service operations, sales support, administration and training.

Before joining the team, she worked for Merrill Lynch and Seacoast Wealth Management. Allison has been married for over 15 years and has 3 young boys. She enjoys hiking and spending time with her family.

aodenthal@janney.com

(404) 926-2010

Supported By

Mark D. Luschini

Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management

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.

About Mark D. Luschini

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.

Guy LeBas

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

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.

About Guy LeBas

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.

Debra Roey

Vice President, Retirement Plan Services Director

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.

About Debra Roey

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.

Greg Drahuschak

Market Strategist

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.

About Greg Drahuschak

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.

Jessica Landis, CFP®, ChFC®

Vice President, Head of Investment Solutions

Jessica Landis is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred, and fixed income trading efforts. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she led the day-to-day management and operations of the Firm’s Wealth Planning Team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.


Jessica joined Janney in 2016 after serving as a Financial Advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the different solutions to help reach their financial goals. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As a Financial Advisor, Jessica was also a member of the prestigious Million Dollar Round Table.


Jessica regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance, and NerdWallet. She is a Certified Financial Planner™ (CFP®), Certified Financial Planner™(CFP®) professional Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66 and Life Accident and Health licenses.

About Jessica Landis, CFP®, ChFC®

Jessica Landis is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred, and fixed income trading efforts. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she led the day-to-day management and operations of the Firm’s Wealth Planning Team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.


Jessica joined Janney in 2016 after serving as a Financial Advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the different solutions to help reach their financial goals. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As a Financial Advisor, Jessica was also a member of the prestigious Million Dollar Round Table.


Jessica regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance, and NerdWallet. She is a Certified Financial Planner™ (CFP®), Certified Financial Planner™(CFP®) professional Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66 and Life Accident and Health licenses.

Jack Cintorino

Vice President, Senior Financial Planner

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.

About Jack Cintorino

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.

Martin Schamis, CFP®, MBA

Vice President, Head of Wealth Planning

Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.

Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.

About Martin Schamis, CFP®, MBA

Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.

Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.

Dan Wantrobski, CMT®

Managing Director, Director of Research

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.


Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.


Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.


Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.


He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.

About Dan Wantrobski, CMT®

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.


Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.


Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.


Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.


He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.

Shurdonna S. Joseph, CFP®

Senior Financial Planner

Shurdonna has over nine years of progressive experience in the investment management industry. Prior to joining Janney, she was a Financial Advisor at Vanguard, where she provided investment guidance and financial planning services through multiple business groups within the Firm.

Shurdonna holds a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management and her FINRA Series 7 and 63 licenses. She is currently pursuing her Juris Doctor (JD) at Temple University Beasley School of Law. She serves as a member of the Financial Ministry at her church, is a proud member of Alpha Kappa Alpha Sorority, Inc., and also volunteers as a project coordinator through United Way leading various projects for our community youth.

About Shurdonna S. Joseph, CFP®

Shurdonna has over nine years of progressive experience in the investment management industry. Prior to joining Janney, she was a Financial Advisor at Vanguard, where she provided investment guidance and financial planning services through multiple business groups within the Firm.

Shurdonna holds a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management and her FINRA Series 7 and 63 licenses. She is currently pursuing her Juris Doctor (JD) at Temple University Beasley School of Law. She serves as a member of the Financial Ministry at her church, is a proud member of Alpha Kappa Alpha Sorority, Inc., and also volunteers as a project coordinator through United Way leading various projects for our community youth.

Robert Wheeler, CLU®, ChFC®, CLTC®

Regional Insured Solutions Director

Robert Wheeler serves as a Regional Director for Janney’s Insured Solutions Group. In this role, he is responsible for developing annuity and insurance opportunities, providing a consultative approach and external support to the region’s Financial Advisors as they address their client’s financial needs.


Professional Experience

Mr. Wheeler has more than 10 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader with BB&T Bank and a Regional Vice President with the John Hancock Life Insurance Company.


Education and Personal Background

Mr. Wheeler holds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College. He has a B.A. from Syracuse University.


In his spare time, Mr. Wheeler is active with the Boy Scouts and Amazing Tails Service Dogs. He lives in New London, PA with his wife, Leslie, and their sons, Collin and Dean.

About Robert Wheeler, CLU®, ChFC®, CLTC®

Robert Wheeler serves as a Regional Director for Janney’s Insured Solutions Group. In this role, he is responsible for developing annuity and insurance opportunities, providing a consultative approach and external support to the region’s Financial Advisors as they address their client’s financial needs.


Professional Experience

Mr. Wheeler has more than 10 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader with BB&T Bank and a Regional Vice President with the John Hancock Life Insurance Company.


Education and Personal Background

Mr. Wheeler holds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College. He has a B.A. from Syracuse University.


In his spare time, Mr. Wheeler is active with the Boy Scouts and Amazing Tails Service Dogs. He lives in New London, PA with his wife, Leslie, and their sons, Collin and Dean.

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