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Our mission is to provide a holistic wealth management experience through meticulous financial planning, strategic tax minimization strategies, and personalized investment advice, empowering clients to achieve their financial goals with confidence and security.
Our Team
When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances. We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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Ryan W. Wilson, CPA, CFP®, CRPC®, AWMA®, AIF®, CEPA®
Executive Vice President / Wealth Management, Financial Advisor
Mark Santaniello, CRPC®, RSSA®
Financial Advisor
Alex Pucilowski, AIF®, CRPC®, CLTC®
Account Executive
Renee R. Rinaldi
Senior Registered Private Client Associate
Patti Betti, MBA
Private Client Associate
Eve Hughes
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Client Event 2025 and donation to Chop Out Hunger℠
At a recent client event, Dani Ruhf from Chop Out Hunger℠ captivated the audience as she explained the organization’s success in addressing food insecurity among children with in-school pantries for greater food access. Janney presented a donation to Chop Out Hunger℠ on behalf of each attendee.
St. Eulalia Jerry Mahon 5K
Ryan and Patti are proud to have been involved with the St. Eulalia’s Jerry Mahon 5K Run/Walk since it began in 2011—serving on the planning committee, as race-day volunteers, and occasionally as race participants. With the completion of the 15th annual race on July19th, we reflect with gratitude on all that this event has come to represent. We’re proud of the funds raised in support of our parish, humbled by the dedication of the volunteers who show up year after year, and especially thankful for the lasting friendships we’ve formed along the way—including the memory of those no longer with us.
Janney Shredding Event
Clients brought their tax and confidential documents for safe and environmentally safe shredding on-site and enjoyed a BBQ picnic and live music by Jim Carro.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Ryan, Mark & Alex's Essential Practices for a Smooth and Successful Year-End
Please join Ryan, Mark and Alex as they share their essential year-end housekeeping recommendations to help you wrap up the year effectively and start 2026 with confidence.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Video Library
Now or Next Year? Why 2025 Might Be the Smarter Time to Give
If charitable giving is part of your financial plan, this is a conversation worth having now—before year-end.
Medicare Enrollment When You Already Have Coverage
Hear from Mark Santaniello on whether it is necessary to enroll in Medicare at age 65 if you have health care coverage with your employer.
Triple Tax Advantages of Health Savings Accounts
Hear from Mark Santaniello on the triple tax advantages that can come from Health Savings Accounts.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 07, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.