The Biggs Group
The Biggs Group helps take the burden of financial management off of your mind through superior customer service and planning. We take a comprehensive and customized approach to your finances, by understanding your needs and 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.
Brett has been a trusted advisor with Janney since 2003, placing financial education at the forefront of his career. He is a member of Mensa and has earned designations as a Certified Retirement Planning Counselor℠ (CRPC®) from the College for Financial Planning. Certified in Long-Term Care (CLTC) from the Center for Long-term Care, a Social Security accreditation as a National Social Security Advisor (NSSA®) and is an Accredited Investment Fiduciary (AIF®). In addition, he has also earned certificates in Retirement Income Planning from the Wharton School of Business, Financial Planning from Boston University, and in Preferred Portfolio Management from Portfolio Concepts. Attending Marist University, he earned his bachelor’s degree in business administration/finance with a minor in economics in 2003.
He is husband to his wife Sarah for over 20 years and father to his gymnast daughter, Reagan. He "dogdad" to his three rescue pups, Strawberry, Shorty and Gus. In his free time, Brett enjoys fitness, travel, running the Lehigh Valley Rugby Club as President, charitable volunteering as a board member on several 501(c)3s, cooking, and co-owning a micro-distillery, Christmas City Spirits and restaurant, Tavern at the Sun Inn.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze different 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. In his strategist role, he is responsible for providing direction to the firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors fixed-income market periodicals, which provide relative-value perspectives and recommendations across the fixed income spectrum. At Janney Capital Management, he oversees the firm's discretionarily managed bond portfolios, taking a client-tailored approach to generating consistent income across varying interest-rate environments.
Prior to joining Janney in 2006, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios. In this role, he oversaw risk and return for $20 billion in bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV, and Fox Business News, and regularly speaks at financial industry conferences. He studied at 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 is a Vice President and Director of Janney’s High Net Worth Consulting Group, where she leads a team focused on delivering a comprehensive wealth management experience for individuals, families, business owners, executives, professional athletes, and other clients with complex financial needs. She partners with Financial Advisors to bring together the firm's specialized resources and expertise, delivering tailored solutions aligned with clients' long-term objectives. By coordinating specialists across investment management, estate and trust planning, tax strategy, asset protection, charitable giving, lending, business owner solutions, executive services, and alternative investments, she helps provide integrated guidance designed to address the evolving needs of high-net-worth clients and their families.
Shurdonna brings more than 18 years of experience in investment management and wealth planning. Prior to her current role, she served as Assistant Vice President and Wealth Strategist, supporting advanced planning initiatives across Janney's Mid-Atlantic region. In that capacity, she partnered with Financial Advisors and their clients on sophisticated planning matters involving estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.
Before joining Janney, Shurdonna served as a Financial Advisor with Vanguard Personal Advisor Services®, where she managed investment portfolios and served as the primary advisor to high-net-worth individuals and families, providing comprehensive wealth management guidance across investment strategy, financial planning, and long-term wealth stewardship. Earlier in her career, she was a Financial Advisor Associate within Vanguard Asset Management Services, supporting many of the firm's most complex ultra-high-networth clients through portfolio construction, investment analysis, and comprehensive financial planning. She also participated in Vanguard's Accelerated Leadership Development Program, completing rotations in the firm's International Client Services, Retirement Plan Services, Education Savings Group, and Retail Investor Group.
Shurdonna is a Certified Financial Planner™ professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.