Our Team
In some ways, Kirk always seemed destined to become a financial advisor. His father was a banker and his uncle was a bond trader. Unsurprisingly, investing was a common topic growing up.
But it was his training as a national rowing champion and participant of the 1996 Olympic Trials that taught him important lessons in what he considers to be a successful and fulfilling career. One of those lessons is the power of teamwork. Rowing and investing require everyone to be in sync.
This is why Kirk prides himself on understanding and appreciating each of his clients as individuals with distinct goals (in fact, building and strengthening relationships is what he enjoys doing most). With this knowledge in place, a consistent course of action can be set to help clients work toward their financial goals through a disciplined, personalized planning process.
Embracing Innovation
Kirk started his career selling financial products. This led to an important revelation: there is not one all-encompassing strategy or solution that works for everyone. He promised himself that he would focus on the person in front of him — not a particular product or fund.
Kirk believes this philosophy has guided clients through varying market environments over the past 25 years. With new technology and new investment options becoming available, he is excited to see how these can enhance his hallmark style of genuine warmth and approachability.
In recognition of his work, Kirk has been named a Forbes Best-In-State Wealth Advisors from 2021 – 2026.
Outside the Office
Kirk and his wife live in Glenside, PA, and enjoy supporting their children’s diverse pursuits. With one daughter completing her nursing degree at Auburn University, a son playing collegiate baseball and their youngest recently committing to play volleyball at The Catholic University of America, they’re currently embracing the bittersweet transition to empty nesting. Each year, Kirk prioritizes family connection by cheering at his children's events and planning a special destination trip for the holidays.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
From a young age, James has treated money with the inherent respect it deserves. He grew up in a proudly blue-collar family as the son of a teacher and small construction business owner who gave every dollar a specific purpose.
This pragmatic approach guided him as he began his career in 2010 at Wachovia in the Washington DC metro area just as the economy was recovering from the Great Financial Crisis. As he worked his way up to branch manager, and then to premier banker, James was surprised by the decisions that some wealthy clients made: carrying credit card balances, letting money sit idle instead of being invested, etc. They didn’t lack funds. They lacked knowledge — and confidence, given the market.
His caring nature led him to make simple, proactive suggestions during routine transactions. He felt rewarded simply for helping people make better decisions with their wealth, with some customers assuming he was a financial advisor. It was this combination of events that led him to pursue the fulfilling career he has today.
James believes his age and middle-class background give him a different perspective that his clients appreciate. He relishes helping his friends, clients — and even their children — with things like prioritizing saving for retirement, purchasing homes and making the most of an inheritance.
Additionally, he sees a little of his parents in each retirement-age client, which inspired him to complete the CHARTERED RETIREMENT PLANNING COUNSELOR™ certification. This knowledge helps him develop retirement income and tax-aware planning strategies tailored to each client's circumstances.
James and his wife Kaitlin, live in Bucks County with their young son and daughter. He gladly spends any free time on the sidelines as a coach for their youth teams and he and his family look forward to an annual trip to Virginia Beach each summer — a family tradition since 2010. True to his character, he also instills a sense of compassion by bringing them to help him volunteer at the Bucks County Area Agency on Aging.
Sindy starts her workday at 7:30 am sharp by turning on our office lights and steeping a mug of decaf chai tea. By 7:45, she’s probably helped at least one client over the phone. That’s because she genuinely loves what she does — even 45 years into her rewarding career.
She and our team’s founder, Kirk Stensrud, have worked together for 10 of those years, beginning in 2004. When he pursued a career at Morgan Stanley in 2007, Sindy wasn’t able to join him. However, they still kept in touch and reunited a decade later when she introduced Kirk to the financial advisor she was working for at the time. Kirk ended up buying that book of business, which only strengthened the bond between him and Sindy.
She wants everyone reading this to know that she wants you to call her. And, no, you don’t need to apologize for “bothering” her. In fact, a ringing phone is one of her favorite sounds. She welcomes any and all “silly” questions because she delights in giving answers.
No wonder Kirk calls her his right hand.
Sindy and her husband have been married for 41 years. They’re the proud parents of a son and daughter and the even prouder grandparents to five grandchildren who come to Camp Gam (her home) for arts, crafts and impromptu parties. True to her kind nature, Sindy has also fostered many children over the years. When she needs to recharge, she heads to her mountain cabin.
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.
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
Shurdonna serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.
Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing 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 its Accelerated Leadership Development Program.
Shurdonna 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. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.