Who We Are
Our Team
Our team - comprised of Sheila Shaffer, Shannon McGreevy, Dan Spainhour, Eric Walker, and Allyson Albert - is committed to providing the most comprehensive financial planning and advisory services possible to each individual for whom we work. Our team’s multi-generational approach and experience enables us to work with a diverse group of clients including affluent individual investors, executives, business owners, families, and their heirs. Our notable record of client retention and referrals is our most persuasive and meaningful measurement of success.
About Janney
With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.