Our Team
The Goldman Group is a team of highly skilled financial professionals dedicated to providing investment planning and guidance tailored to each client’s goals. With over 50 combined years of experience, we focus on customizable investment strategies designed to address the unique priorities of every stage of life. Central to our approach is the belief that successful client relationships begin with attentive listening. By understanding your values and highest priority goals, we will work together to design a plan to suit your individual needs.
We recognize that everyone is unique, and thus, our fundamental philosophy revolves around the ability to find solutions matching the specific requirements of each family. We believe that financial planning decisions must be coordinated together as part of the overarching plan. Because of this, we offer a variety of services to ensure these important decisions are all stepping stones to achieve the end goal. We leverage our firm’s resources along with guidance from our professional partners on estate planning, tax strategies, insurance planning, Medicare and social security analysis.
We pride ourselves on our communication and availability. Our client process contains a specific service schedule which we design for your needs. We believe that proactive contact is imperative, and like to keep you informed regularly.
Rodger Goldman comes from a family dedicated to helping investors plan for retirement. This tradition began with his father, Ralph Goldman, in 1967 and spans nearly six decades. Following in his father’s footsteps, Rodger launched his own career with Lehman Brothers in New York in 1988 after earning his bachelor’s degree in political science from the University of Tulsa.
With over 35 years of experience, Rodger has learned that most families are not focused on maximizing returns; they seek confidence that their financial plan is designed to support their lifestyle and help provide income throughout retirement. This perspective shapes his approach to financial planning. Rodger has built a diverse client base spanning more than 20 states nationwide. He’s assembled a dedicated team, working alongside Steffy Kaiser for the past decade and welcoming Mady Rose to provide comprehensive client service.
Rodger currently holds his Series 7, 63, and 65 securities licenses, along with Health and Variable Annuity Licenses.
When he’s not working with clients, Rodger enjoys time on the golf course and out on the water. He previously coached youth basketball at the YMCA and treasures time with his wife Jennifer and their children, Philip and Meredith.
Steffy Kaiser works closely with clients to ensure exceptional service and clear, timely communication across all aspects of the practice. Her responsibilities include trading support, document processing, asset movement, account maintenance, practice management, and assisting in the preparation of financial plans and client reporting.
Steffy has been in the wealth management industry since 2009 and has worked directly with Rodger & The Goldman Group for more than a decade. She is the backbone of our team, dedicated to serving you with meticulous attention to detail and promptly addressing client requests. Steffy currently holds her Series 7 and 66 registrations and Life, Health, and Variable Annuity Licenses.
Steffy is of Hmong ethnicity and was born in France. She later moved to Eagan, MN where she spent most of her childhood. In 2001, she relocated with her family to Tampa, FL where she earned her bachelor’s degree in finance from the University of South Florida, GO BULLS! That’s when she began her career with Morgan Stanley Smith Barney in 2009. In 2012, she transitioned with her team to Wells Fargo Advisors in Clearwater, FL. Steffy later moved to Jacksonville, FL, where she spent 5 years while her husband, Thomas, completed his Orthopedic Residency at UF Health.
Steffy has made her way back to Minnesota where she and Thomas are raising their 4 children, Wyatt, Kennedy, Oakley, and Colson. While their growing family keeps them busy, in their free time, they enjoy outdoor activities such as hiking, kayaking, mountain biking, skiing, and spending time with family and friends.
Mady Rose partners closely with clients to provide a high level of service, emphasizing responsive communication. In this role, she supports trading activities, oversees document processing, coordinates asset transfers, and manages account maintenance. Mady also assists with the development and optimization of our financial plans.
Mady started out her career at Equitable Advisors focusing on retirement planning and transitioned to join Janney Montgomery Scott in 2025 bringing her knowledge to The Goldman Group. Mady was born and raised in Vermont before she made her transition to the sunshine state when she enrolled in Florida State University. Earning two bachelor’s degrees in finance and hospitality, she now combines her professional expertise with a strong commitment to serving her clients. Mady holds her Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity license. She also has two designations; CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and a Retirement Income Certified Professional® (RICP®).
Mady lives in Ponte Vedra Beach, with her boyfriend, Jordi, and two dogs, Gus & Zoe. She enjoys staying active and being in nature. Outside of work, you can often find her at the pottery or yoga studio and on the beach.
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.
Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.
Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.
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
Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.
Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.
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.