Our team will work with you to create a customized, goals-based plan that identifies how you want your wealth to work for you and the quality of life you want to have. For instance, what sources of income will you rely upon in retirement? Will your assets be able to support your income needs over your lifetime? Are your assets properly invested, based on your risk profile and time frame? With this information, we frame a financial plan that addresses your needs and provides a time frame of actionable items that you can take to help reach your financial goals.
Our clients enjoy a trusting and personal concierge relationship with us through the mediums that are convenient to you — be it an in-person meeting, e-mail, or through Janney’s many online resources. Responding to our clients in a timely way with complete professionalism, competence, and confidence is of paramount importance to us. Because of this, our clients rely on us as their financial eyes and ears to the world.
At Serano Wealth Advisors, we hear you. We Advise you. We simplify your financial life.
With over 50 years in the investment industry, Tom strives to provide client-focused service and recommendations that are aligned with his clients particular needs and goals. He majored in Finance at Temple University after completing his active military obligation in the U.S. Air Force National Guard. Tom holds his 4, 7, 63 and 65 securities licenses and Life insurance licenses.
Tom has four children and six grandchildren. He is active in the MS150 Bike Ride, raising money for Multiple Sclerosis, and the Committee for Friends of Frank Scholarship Fund.
The idea of joining her father Tom to create a legacy family team was irresistible, which brought Kathleen’s 20 years of marketing and sales experience to Serano Wealth Advisors. Kathleen is committed to providing an extraordinary level of concierge services in a boutique practice of successful clients preparing for and enjoying their retirement.
Kathleen holds a BA and an MBA with a focus in Marketing and Strategy from the University of Pittsburgh. She holds Series 7, 66 securities licenses and Life and Health Insurance licenses. She also received the Chartered Financial Consultant (ChFC®) and Chartered Retirement Plans Specialist (CRPS®) designations.
In the community, Kathleen’s passion is supporting non-profit organizations focusing on the education, health and welfare of children. In her free time, she enjoys spending time with her husband and three children.
Kyle joined Janney Montgomery Scott after completing his undergraduate degree in Business Administration from the University of Kentucky with a double major in Finance and Marketing.
Kyle enjoys working with clients and holds the Certified Financial Planner Designation (CFP®). Along with the team, he focuses on building a comprehensive plan and aligns investment strategies to help meet clients' goals. He holds Series 7, 66 securities licenses and Life and Health Insurance licenses.
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.
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.
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