We strive to build multi-generational relationships with our clients through of all phases of life.
Our holistic wealth management process begins by delivering a preliminary financial plan that is based upon your goals and objectives. Feedback from your financial plan has proven to be more meaningful than any risk tolerance questionnaire.
Planning facilitates the formulation of your personal investment policy statement. By establishing acceptable ranges for each respective asset class and liquidity needs, we navigate the challenges of behavioral finance.
A personalized review schedule is established for each relationship to provide best-in-class customer service. At least annually we update your financial plan to ensure that we remain focused on the achievement what matters to you. Through continuously monitoring and adherence to your investment policy, our mission is stay disciplined throughout each market cycle.
There are no bad questions. We take great pride in helping those that we work with better understand their wealth, markets, and all things financial related. Education and transparency are cornerstones of our practice and are grateful for the opportunity to work with you.
Logan received his bachelor’s degree from Providence College in 2007 and began his career in the financial advisory industry specializing in retirement income planning and asset allocation. Since joining Janney in 2013, Logan has been named an Executive Vice President/Wealth Management, a member of the CEO Roundtable, and is currently proudly serving as a member of Janney’s Financial Advisory Council.
Logan is passionate and committed to learning by staying current with all things related to fostering investor education. He holds the Certified Financial Planner (CFP®) designation. This prestigious certification is awarded by the Certified Financial Planner Board of Standards, Inc. to individuals who meet rigorous education, examination, experience, and ethics requirements. He has also completed the specialized advanced designations of Chartered Life Underwriter(CLU®) and Accredited Investment Fiduciary(AIF®) to help better serve the needs of families and their businesses. Logan holds the Certified Investment Management Analyst(CIMA®), designation through the executive education program for the Wharton School of Business at the University of Pennsylvania. He also holds the FINRA Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities), Series 63 (Model State Securities), Series 65 (Investment Advisor Representative), SIE (Securities Industry Essentials) and his Life, Health, Long Term Care, and Disability insurance licenses.
Forbes magazine has recognized Logan as a “Top Next-Gen Wealth Advisor” in 2018, 2019, & 2022 and as "Best-In-State" in 2023. Financial Planning magazine named Logan has as “40 Under 40” for Regional Broker Dealer’s in 2023. He has previously served his local community across several roles with various charitable organization such as the Treasurer of the Branford Community Foundation, Professional Advisory Board of the Greater New Haven Community Foundation, a director for the Branford Rotary, and the finance committee for St. Therese Church.
Logan lives in Branford, CT with his wife Elise, who is a RN, at Yale New Haven Hospital’s ICU. They have two young daughters and love spending time with family and friends.
Jim has over 40 years of experience in the financial services industry and has served diligently as the branch manager for Janney’s Long Wharf New Haven office since 2002. Jim has defined process of helping families navigate their investments and financial lives.
His first step is to help investors clearly define their goals. With that feedback builds a personal investment policy that is built upon years of institutional experience. Through diversified asset allocation and adherence to investment policy Jim strives to ensure that his clients do not subject themselves to timing risk of the markets. Success is measured not only in market returns but by being by the side of his clients throughout each important milestone.
Jim is a graduate of Quinnipiac University with a B.S. in finance. He holds the FINRA PC (Investment Company and Variable Contracts), Series 7 (General Securities), Series 8 (General Sales Supervisor Examination), Series 63 (Model State Securities), SIE (Securities Industry Essentials) and his CT life insurance licenses. Jim has been recognized by his peers by serving on the Janney branch managers council from 2005 to 2007. Jim has given back extensively through the Greater New Haven community. He has served on the boards of the Foote School, LEAP, the New Haven Colony Historical Society, and as the past president of the New Haven Lawn Club.
Jim lives in Guilford CT with his wife Tracy, a small business owner. He proudest achievements are being a dedicated husband, father, and grandfather. When not in the office you can find Jim on his boat enjoying Long Island Sound with family and friends.
Mike is a Chartered Retirement Planning Counselor (CRPC®) and his mission is to be your relationship manager with all facets of wealth management. Ensuring his clients are comfortable and conversations are fully transparent is his top priority. He is focused on building long term relationships and strives to provide best in class customer service.
Mike’s holistic financial planning process begins by listening and learning about what is most important, his client’s values and goals. Mike then creates recommendations specifically catered to his clients and their families. He routinely conducts performance reviews and ongoing client communications. He also meets with money managers regularly that are utilized in his practice to conduct due diligence.
Mike conducts 401k participant meetings for various defined contribution plans and concentrates on financial education topics such as budgeting, financial planning, investments, social security, etc.
He has a bachelor’s degree from the University of Connecticut-Storrs. He holds the Series 7 (General Securities), Series 66 (Uniformed Combined State Law), and life, health, and disability insurance licenses.
Mike is actively pursuing the Certified Financial Planner (CFP®) designation and is committed to professional development to add value to his clients.
Mike resides in Branford, Connecticut with his wife and their two children. They are his pride and joy, and he enjoys always being present during their increasing school and sport activities. In his spare time, he enjoys spending time with his family and friends. He is an avid golfer, sports fan, skier, boater, and cook.
Carol has over 35 years of experience within the financial services industry. Since 2002 Carol is the first voice that greets you when you contact the Long Wharf office of Janney Montgomery Scott, LLC. Carol delivers the timely execution of your account service, cash management, and organizational needs.
Dan joined Shoreline Investment Partners in 2023. He comes to the team 10+ years of previous experience at companies such as Prudential Financial & Anthem Blue Cross Blue Shield. In these roles he specialized in providing exceptional relationship management and customer service. He is excited to apply this professional foundation to the dynamic world of financial services.
Within the team, Dan leads the digital client experience. His focus is to implement the delivery of our family office model, which helps our clients organize and simplify their financial lives. His goal is to contribute to the team in any way possible to ensure the best possible client experience for our customers. He also serves as a backup to Carol in assisting with day to day operational functions.
Dan has a bachelor’s degree from the University of South Florida. He is studying towards the completion of the FINRA SIE (Securities Industry Essentials), Series 7 (General Securities), Series 66 (Uniformed Combined State Law), and life, health, and disability insurance licenses.
Dan currently resides in North Branford, CT with his wife. In his spare time he enjoys travelling, martial arts, spending time with family, and leading an active lifestyle.
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.
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.
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.
Ed advises Janney clients and their families through their unique investment journeys by providing advanced estate planning, wealth transfer, and income tax planning strategies. In addition, Ed develops tailored financial planning for high-net-worth clients by reviewing their complex needs and goals to help ensure their legacy benefits the heirs and charities they care about the most.
Ed has a diverse financial background with over three decades of varied experience including serving as a principal for a national public accounting firm, trust counsel for major financial institutions, and as a practicing trusts and estates lawyer. He has extensive experience in estate, fiduciary, and individual income tax planning for ultra-high net worth clients. He also has significant experience with asset protection planning, closely held business owners, and entity structuring.
Ed was previously a practicing tax and estate planning lawyer in Connecticut and Florida and has been a frequent speaker at seminars on various tax, financial, and estate planning topics. He previously served on the editorial advisory board for a national estate planning publication, and has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.
Ed received his J.D. from Quinnipiac University and his B.B.A. in Accounting from St. Bonaventure University. His professional affiliations include East Coast Estate Planning Council; The Florida Bar, Member RPPTL Section; New York State Bar Association; Connecticut State Bar Association; Boca Raton Estate Planning Council, Board Member; South Palm Beach County Bar Association; and United States Tax Court. He has served, or is serving, on the board of directors or committees for various community organizations including America Red Cross; Boca Raton Historical Society; Boca Raton Museum of Art; Greater Boca Raton Chamber of Commerce; Humane Society of Broward County; Leaders in Furthering Education; Leukemia and Lymphoma Society; and State of Israel Bonds Corporation.
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.
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.
Laura Medigovich is a Vice President and Senior Financial Planner with Janney Montgomery Scott. Ms. Medigovich, who is based out of Purchase, NY, covers the Firm’s Northern region.
To support Janney’s clients in achieving their financial goals through sound planning, she coaches Janney’s Financial Advisors and their clients through all aspects of financial planning. Her areas of planning knowledge and experience include retirement, insurance, education, business-succession, estate and legacy, and philanthropic.
Ms. Medigovich joined Janney in 2019. Prior to joining the Firm, she was a Vice President, Senior Financial Planner for Wilmington Trust/M&T Bank. There, she was responsible for developing customized wealth-management strategies and financial plans for prominent individuals, families, and business owners. Ms. Medigovich also shared her financial planning experience through a weekly personal finance column in the local Hudson Valley newspaper, the Times-Herald Journal, which she wrote for more than a decade.
Ms. Medigovich has achieved a number of professional certifications, including the Certified Financial Plannerᵀᴹ professional designation from the Certified Financial Planner Board of Standards. She also earned the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College and the Certified Trust and Financial Advisor designation from the Institute for Certified Bankers.
Other industry-focused programs from which Ms. Medigovich has graduated include the Virginia Bankers Association School of Bank Management at The University of Virginia, and the Cannon Trust School, Cannon Institute, at Pepperdine University.
She holds a Bachelor of Arts degree in Sociology from the University of Maryland.
Ms. Medigovich is a leader in her region’s finance community. Her leadership roles include serving as a member of the Board and the Director of Advocacy for the Greater Hudson Valley Financial Planning Association.
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 serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.
Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.
Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.