Our Team
With over 130 years of experience serving affluent individuals, their families, their businesses, and non-profit organizations across the United States and internationally, our team delivers a wealth and depth of knowledge affording our clients unparalleled service and vision.
Doug is a CERTIFIED FINANCIAL PLANNERTM practitioner and the managing partner of the Velnoskey Wealth Management Group. From the very beginning, he has set the standard for the team motto of “doing the right thing” every day and in every situation for every client.
Before joining Janney, Doug worked with Morgan Stanley and its predecessor Legg Mason Wood Walker Inc. Prior to moving into the financial services industry in 1987, Doug was a partner in Colonial Jewelry Company located in Westminster and Reisterstown. Doug attended Loyola College and the University of Baltimore, where he graduated summa cum laude with a bachelor’s degree in interdisciplinary studies including management, communications and political science.
Doug was born and raised in Carroll County and is personally active in its history, its preservation, and its people. He serves on the Board of Trustees for the Historical Society of Carroll County and the Planning Committee for the Carroll Lutheran Village golf tournament. Doug was recognized as a Forbes Best-In-State Wealth Advisor in 2019, 2020, 2021 and 2022. Doug is an active member of his church and enjoys traveling with his wife, Pam, their family, and friends.
Bryan joined The Velnoskey Wealth Management Group in January of 2011. Bryan is a CERTIFIED FINANCIAL PLANNERTM practitioner and shares Doug’s passion and caring for a holistic financial planning approach. Bryan is the primary team contact for financial plans and portfolio construction.
Before joining Janney, Bryan worked at Morgan Stanley and RGS Title Company. He is a graduate of the University of Maryland College Park with a major in business administration. Bryan and his wife, Danielle, have three sons.
Coleen started working with the Velnoskey Wealth Management Group of Janney Montgomery Scott in 2005 as a Senior Registered Private Client Associate. Determined to be of greater service and value to our clients, Coleen obtained the Certification in Long-Term Care (CLTC®), designation, the Accredited Wealth Management AdvisorSM(AWMA®), designation and became a Certified Divorce Financial Analyst® (CDFA®) certificant. Coleen is passionate about helping clients and their families plan for a successful financial future and oversees administrative and client relationship services, estate administrations and insurance planning.
Prior to joining Janney, Coleen worked with our team at Morgan Stanley and its predecessors. Before moving to Maryland, she was a Branch Operations Manager, Assistant Vice President at Prudential Securities in Destin, Florida. Coleen graduated magna cum laude from the University of West Florida with a Bachelor’s degree in Legal Administration. She proudly earned the Janney Values Award in 2016, was the first Chairperson of the Janney Private Client Associate Council, is a Steering Committee member of Janney’s Women’s Interactive Network (WIN) and a Founding Member and Chairperson of the WIN Mid-Atlantic Chapter (MAC WIN).
Giving back and participating in the community is important to Coleen. She is an active member of her church helping with children’s ministries and serves on the Board of Directors for the Carroll County Chamber of Commerce, the Carroll Community College Foundation and the Marriage and Relationship Education Center. She is a Founding Member and Chair of the Carroll County Women’s Conference. Coleen received an Honorable Mention in the Invest In Others Awards in July 2023 for her ongoing volunteer service with the Marriage and Relationship Education Center (MREC) and again in July 2024 for her contributions to the Carroll County Women's Conference.
Coleen grew up in an Air Force family and appreciates the unique challenges faced by military families. Her oldest of 5 children is currently serving in the U.S. Navy. Now that her children are grown, she enjoys spending time with her husband, their 3 energetic Tamaskans and 4 rescue cats. She especially enjoys opportunities to visit with her 1st granddaughter who was born in May 2024.
Devin joined the Velnoskey Wealth Management Group in 2022. As a Certified Exit Planning Advisor (CEPA®), he counsels clients in strategic exit planning while connecting them to his large network of credentialed and deeply experienced professionals including value growth advisors, family enterprise advisors, business valuation experts, business brokers, CPAs, corporate and estate attorneys, insurance professionals as well as investment banking and private equity resources, who can assist business owners in value creation and growth today to prepare them for their destiny.
In addition to being a connector, Devin collaborates with owners as the leader of their personal financial advisory team where he applies his work as a CERTIFIED FINANCIAL PLANNER™ practitioner helping owners understand their “Wealth Gap” and plan for their third act in life. His experience with business owners is multi-faceted as he provides his expertise with an understanding of how successful exits impact clients’ personal financial plan, today and in the future.
Devin began his financial services career in 2010 and prior to joining our team, was a Senior Portfolio Strategist for a 400-billion-dollar asset management firm where he covered a diverse, global client base of consultants, advisors and institutional investors providing them objective, actionable insights on multi-asset portfolio construction. His focus was tailoring risk/return profiles to meet specific client needs though asset allocation and manager selection while providing macro perspectives via cross-asset and cross-product investment opportunities. During his tenure, Devin penned numerous whitepapers and frequently contributed to the firm’s market insights blog. Prior to that role, Devin was a member of the Institutional Securities Group at Morgan Stanley where he supported global sales and trading coverage of the firm’s hedge fund and asset management clients in global listed derivatives markets. Devin holds a degree in Economics from Fordham University, an MBA in Finance & Accounting from Regis University, and is a CFA Level II Candidate
Outside of work, Devin pursues a wide range of interests including travel, reading non-fiction, golf, and sports analytics. He and his wife, Jennifer, pursue family adventures with their two Cavalier King Charles Spaniels, Beaumont and Dash, by their side. They are active members of their local community including patronage of the theatrical and culinary arts, equine sports preservation, and classical liberal arts education initiatives.
Gary joined the Velnoskey Wealth Management Group in January 2021 as a Registered Private Client Associate. He is our client’s first point of contact for administrative and operational requests. Conscientious and detail-oriented, Gary is committed to being a valuable resource to our clients, working to earn their trust and providing them with efficient service and proactive communication.
While Gary is “new” to our team, he was an operation’s associate in our office when we were at Legg Mason and subsequently Morgan Stanley Smith Barney. Gary has most recently worked as a Registered Private Client Associate in one of Janney’s Baltimore offices. Gary has over 22 years of investment service experience.
Gary lives in Hanover, PA, has two children and enjoys going to the gym, mountain biking, following ice hockey, music and baseball. If you watch House of Cards, you may have also seen him alongside Robin Wright and Kevin Spacey. He played a congressman in Season 5 and was in the same room with the Underwoods in Episode 6!
Beth joined the Velnoskey Wealth Management Group in 2023 from the real estate and mortgage industry where she has worked for the last 25 years. She brings a wealth of knowledge on process improvement and new technology implementation. In her role as a Private Client Associate, Beth is the point person for administrative and scheduling requests. Frequently, the first point of contact with our team, Beth is friendly and ready to provide excellent service and coordination to both our team and our clients.
She arrived in Carroll County in 1993 and put down “roots” in our community by building a home in 2001. She is married with 2 children and in her free time enjoys the summer months, the Ravens, spending time with her family and her old dog, Phineas.
Pat joined the Velnoskey Wealth Management Group in 2024. Pat is a graduate of the University of Maryland – College Park with a degree in Finance where he completed the University Honors Program as part of the Honors College. Pat’s previous experience includes interning in the equity research department of a Baltimore investment advisor. He recently passed his Securities Industry Essentials (SIE) exam and is currently studying to earn his Series 7 and his Series 66 licenses.
His primary focus on our team is to serve clients’ administrative and operational needs. Like Beth, Pat is often one of the first people on our team clients will contact regarding operational questions. From Frederick, MD, in his free time Pat enjoys sharing time with his family, going to the beach, and cheering on the Terps.