Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. 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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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.
Events
On Saturday, June 7th, we held a Shred-it Event in our office parking lot. We were able to accumulate over 520 gallons of old statements and documents for our clients. Thanks to everyone that came out and joined us for Coffee and Doughnuts. We hope to do this again in the future !!On September 11th and 12th, Beth attended the Janney Women's Advisor Forum near our home office in Philadelphia, PA to expand her network with many inspiring Janney Colleagues from around the Country and gain good insight and the forward moving direction of Janney Leadership and our partnership with KKR to help grow and nurture her practice and better serve her clients and her community.For Thanksgiving, we celebrated with a Pancake Breakfast Wednesday morning in the office before departing with for the long weekend with our families. Our Branch Family celebrated the Holiday Season with our own Families at the WSCC December 2025On Saturday, Valentine's Day 2026, we had a breakfast at the WSCC with Tanya Jarrett, National Therapist and Certified Health & Wellness Coach and personal friend of Beth's to share in growth and personal experiences on this joyous day of love and appreciation. Our Team is growing ... Beth adopted PEPPER in January of 2026 and Doug adopted Franklin at the end of November 2025 !!
Shred-it Event with Iron Mountain
Come out to our office on Saturday, October 3rd from 9am to 1pm with items you would like to have securely shredded with our vendor, Iron Mountain. Iron Mountain will have a TRUCK on site, and you can watch as your secure items are safely disposed. Staff will be on site to answer any questions or assist you with unloading your documents. Feel free to bring a friend or family member that may find use in this free service.
Shred-it Event with Iron Mountain
Come out to our office on Saturday, October 3rd from 9am to 1pm with items you would like to have securely shredded with our vendor, Iron Mountain. Iron Mountain will have a TRUCK on site, and you can watch as your secure items are safely disposed. Staff will be on site to answer any questions or assist you with unloading your documents. Feel free to bring a friend or family member that may find use in this free service.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 15, 2026
I'm excited to announce that our office recently added a digital billboard on the Harrisburg Capital Beltway on Westbound Route 581 in Mechanicsburg, PA !!
Janney News
Janney Adds 33 Experienced Financial Advisors in 2025
Adds over $6.5 billion in client assets to Private Client Group.
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Adds 27 Experienced Financial Advisors in 2024
Adds over $4.3 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.