Our Team

The Biggs Group helps take the burden of financial management off of your plate 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's Photo
Brett Biggs, CRPC®, CLTC
Vice President / Investments, Financial Advisor
About Brett

A 2019 Forbes Next-Gen Best-In-State Advisor and a member of Mensa, Brett has been with Janney since 2003. He has earned designations as a Certified Retirement Planning Counselor (CRPC®) from the College for Financial Planning and in Long-Term Care (CLTC) from the Center for Long-term Care. 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 College, He earned his bachelor’s degree in business administration/finance with a minor in economics in 2003.


He is husband to his wife Sarah and father to his daughter Reagan and "dogdad" to Strawberry and Shorty. In his free time, Brett enjoys travel, rugby, endurance events, cooking, and co-owning a micro-distillery, Christmas City Spirits and restaurant, Tavern at the Sun Inn.  

Dena's Photo
Dena Boyle
Private Client Associate
About Dena
Dena Boyle joined The Biggs Group in 2013 as Private Client Associate. Over the years she has gotten to know many of our clients and looks forward to continuing to assist their needs in the years to come. With a diverse background, she has gained beneficial experience such as the ability to analyze data, provide superior customer service, and give exceptional operational support to the office.

Dena graduated from Philadelphia University and earned a Bachelor of Science Degree, studying Fashion Merchandising in the School of Business Administration Program. Later on, Dena earned a Specialized Diploma from Northampton Community College in the Medical Office Specialist Program. In her spare time she loves spending time with her family & friends, traveling, and exercising.
Contact
Supported By

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's Photo
Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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's Photo
Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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's Photo
Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

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.

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.