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.
We were recognized as a Forbes 2023 Best-In-State Top Wealth Management Team.
Tom Croonquist serves as Executive Vice President of Wealth Management and Branch Manager of the Hackensack, NJ office of Janney. Since partnering with his father over three decades ago, Tom has been working with individuals and multi-generational families, providing advice on managing, growing, and preserving their wealth. He focuses on helping his clients achieve their long term goals, while maximizing their margin of safety. Taking into consideration asset allocation and risk management, Tom recommends customized portfolios utilizing Janney’s specialists in portfolio management, financial and estate planning, equities and fixed income, and insurance when appropriate.
Tom grew up in Bergen County and he earned his degree in Economics from Villanova University. Shortly thereafter, he began his career on Wall Street with a municipal bond dealer, joining Janney in 1989. Tom has held the CERTIFIED FINANCIAL PLANNER™ professional designation since 1990, and is a graduate of the Securities Industry Institute at The Wharton School of the University of Pennsylvania. Tom served on Janney’s Board of Managers and has been an active member of several committees.
Within his community, he currently serves as a board member/trustee for several non-profit organizations including: the Hackensack Meridian Medical Center Foundation, Arc of Bergen and Passaic Counties, and has been a member of the Hackensack Lions Club for 25 years. Tom and his wife, Sue, live in North Caldwell, NJ and have three children.
For more than 30 years Peter has served as a Financial Advisor, providing his clients with the highest level of service while helping them to solve their investment needs and meet their financial goals. Peter began his career in 1989 on the institutional side of business at JP Morgan. He then transitioned to UBS helping banks hedge their interest rate risk. A decision to help retail investors prompted Peter to accept a role with Smith Barney. After having built a successful business, Peter joined Janney Montgomery Scott, partnering with his father and brother in the Firm’s Hackensack office, where he is able to continue his emphasis on a high level of client service throughout the portfolio management and financial planning process. The team was recognized by Forbes as a 2023 Top Wealth Management Team.
A graduate of the University of Scranton, Peter earned his Bachelor degree in Economics and Finance. He holds the Accredited Wealth Management Advisor℠ and Certified in Long Term Care designations, Series 7, 31, 63 & 65 securities licenses and New Jersey Life & Health Insurance license.
Peter and his wife, Christine, have two children and currently reside in Morristown, New Jersey. Very active in his community, Peter is a Board member of the Bergen Family Center (recent past Chair), Board Member of the Salvation Army Corps (past Board Chair), member of the Development Council of the Archdiocese of Newark, and Board Member of the Morris Education Foundation (MEF) (past Finance Chair). In his free time, he enjoys spending time with friends and family and is an active golfer.
Brent started his career working directly with financial advisors across the country. His role was to help them to create investment portfolios for their client’s specific situations. This experience helped him to identify the traits that separate the good advisors from the great advisors. Brent is now continuing the family legacy at Janney. His grandfather, George, has been at Janney for over 65 years. His father and uncle continue to serve clients from their Hackensack office for over 40 years.
The team has worked with families that span for over four generations with some client relationships lasting over 100 years. By creating a customized financial plan, he connects his clients’ lives with their overall finances. This creates an immediate peace of mind when budgeting for life’s most major events, both expected and unexpected. His clients are positioned to pay for their children’s college education, to plan for their own retirement with tax minimization strategies, and to ensure a life insurance and estate planning strategy to benefit their family for years to come. The Group also provides financial advice on company 401k plans.
Brent is a graduate of the Villanova School of Business. He holds Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also licensed in Life and Health Insurance.
Outside the office, he has served as the Team Captain for the Movember Foundation for over 5 years. His team has raised over $750,000 since 2016, ranking as the #1 highest fundraiser in the country. The organization raises funds and awareness for men living with prostate/testicular cancer, and various mental health issues.
Brent has also coached athletes for The Special Olympics of Pennsylvania, participated in fundraising and various events with the American Heart Association, The Bergen Family Center, and The Hackensack Lions Club. His hobbies include coaching youth lacrosse and football, cooking, and running. However, he enjoys nothing more than spending time with his wife, Taylor, their newborn son, Brent, and their two cats, Freddie Mercury and Stevie Nicks. With limited time for travel, he enjoys hearing about the adventures that his clients have been able to experience as a result of the financial freedom achieved together.
Charlie is a Financial Advisor at Janney Montgomery Scott. He focuses on financial planning, retirement income, and estate planning. Charlie is very passionate about helping his clients move towards reaching their financial goals. He strives to provide a white glove service to all of his clients. Having started in the financial industry in 2013, he served at two other firms prior to joining Janney in 2017. Charlie holds his Series 7, Series 66, Chartered Retirement Planning Counselor designation, and the Certified in Long-Term Care designation. A graduate of Salve Regina University with a Bachelor’s in Economics and Finance, Charlie enjoyed playing on the varsity ice hockey team and was an original founder of the University Investment Club, as well as active in the Accounting Club.
Charlie and his wife Tierney reside in Wyckoff, New Jersey with their son and daughter. He is an avid golfer and enjoys spending time with family.
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.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
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