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The Simmons Point Group
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Our Team
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.
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Gary T. Lukachinski, CFP®, CRPS®, MPAS®
Managing Director / Wealth Management, Financial Advisor
Brett Marshall Reiss, JD, CFP®, CFA®
Senior Vice President/Investments, Financial Advisor
Craig Sherrer, AWMA ®
Senior Vice President/ Wealth Management, Financial Advisor
John R Cortapasso Jr., CFP®, CRPS®, AWMA ®, CLTC®
First Vice President / Wealth Management, Financial Advisor
Michael H. Oliver, MBA
Associate Vice President / Wealth Management, Account Executive
Michael P. Geisen
Assistant Vice President / Wealth Management, Account Executive
Kate Stiegelbauer Fortuna
Senior Registered Private Client Associate
Shana Kolb
Private Client Associate
Matthew Gambino, AWMA ®
Registered Private Client Associate
Grace A. Lukachinski
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
NFBHC Pink Pearl Gala
The Simmons Point Group was proud to support the North Fork Breast Health Coalition's annual Pink Pearl Gala on April 11th.
Toys For Tots
The Simmons Point Group organized a holiday toy drive to donate presents to Toys for Tots
The Richard O'Brien Foundation
The Simmons Point Group was to continue their support of the Richard J O'Brien Foundation at their annual Networking for a Cause Over Cocktails even on September 25th, 2024.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 07, 2026
The Simmons Point Group is proud to announce that Gary Lukachinski has been named to the 2026 Forbes list of Best-in-State Wealth Advisors for the seventh consecutive year. We want to congratulate Gary for this accomplishment, and for the hard work and dedication he shows his clients each and every day. For more information about the award referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.