Our Team
With our combined years of industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 02, 2026
The Penultimate Powell
With the Federal Reserve leaving overnight interest rates unchanged at its latest meeting, our Investment Strategy Group shares perspective on the implications for markets and investors.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.