Our Team
The Goldman Group comprises a team of highly skilled financial professionals dedicated to providing personalized investment planning and guidance tailored to each client's goals. Our experience lies in crafting customized investment strategies designed to address the unique priorities of every stage of life – from wealth accumulation to distribution and legacy planning. Central to our approach is the belief that successful client relationships begin with attentive listening. By understanding your values and highest priority goals, we can design an investment plan to suit your individual needs. With over 45 combined years of experience, we recognize that each client is unique. Thus, our fundamental philosophy revolves around the ability to customize portfolios to match the specific requirements of each client. At The Goldman Group, we keep our clients focused on long term objectives rather than getting caught up in day-to-day market fluctuations. Amid the emotional ups and downs of the market, we provide guidance to help you navigate through uncertainties. Our aim is to minimize the impact of unwanted emotions on investment decisions, ensuring a steadier path towards financial success.
Rodger has over 30 years in the investment business and is dedicated to helping individuals meet their financial needs. He develops financial, retirement, and investment plans around his clients’ long-term goals and risk tolerance. His extensive experience throughout major shifts in the markets and geopolitical events enables him to help structure a balanced portfolio to address specific financial goals.
Rodger began his career with Lehman Brothers in New York in 1988. In 2009, Rodger moved his practice to Ponte Vedra Beach, Florida and serves clients in 20+ states across the country. Recently, he moved his practice to Janney Montgomery Scott and looks forward to helping his clients meet their financial needs for many years to come.
Rodger earned his bachelor’s degree in political science from the University of Tulsa, and holds Series 7, 63, and 65 securities licenses, as well as Health and Variable Annuity Licenses.
Away from the office Rodger enjoys coaching youth sports, playing golf, and spending time with his wife Jennifer and children, Philip and Meredith.
Steffy works with our clients to maintain excellent service and client communication standards within our practice. This includes trading, document processing, asset movement, account maintenance, and preparing financial plans.
Steffy has been a part of the industry since 2009 and trusts in our team’s dedication to serving you with meticulous attention to detail and promptly addressing client requests.
Of Laotian decent, Steffy was born in France but moved to Eagan, MN, shortly thereafter, where she lived for 13 years. In 2001, she moved with her family to Tampa, Florida. Steffy received her bachelor’s degree in finance from The University of South Florida and began her career with Morgan Stanley Smith Barney. She subsequently moved with her team to Wells Fargo Advisors in Clearwater, Florida in 2010. She then moved to Jacksonville for five years while her husband, Thomas, completed his Orthopedic Surgery Residency at UF Health in 2013. Their three children, Wyatt, Kennedy, and Oakley, keep them busy, but in their free time, they enjoy outdoor activities such as hiking, kayaking, mountain biking, skiing, and spending time with family and friends. Steffy currently holds her Series 7 and 66 registrations and Life, Health, and Variable Annuity Licenses.
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.