With over 20 years of experience, my team and I offer comprehensive, objective financial advice to help provide clients with the financial peace of mind that their most important financial goals will be attained.
The first step of our process is to provide a customized financial plan that helps our clients crystallize their financial objectives and establishes key action steps designed to help them move toward their financial goals. The financial plan also serves as a roadmap that we revisit and update throughout our relationship. The next step involves designing a customized investment plan recommendation that reflects the client’s goals and risk tolerance.
A graduate of Lehigh University, I hold a Bachelor’s degree in Business and Economics with a major in Accounting with an additional education background that includes the following:
- Janney’s Wealth Management Certification Program in conjunction with the Wharton School at the University of Pennsylvania
- Janney’s Retirement Income Planning Certificate Program in conjunction with the Wharton School at the University of Pennsylvania.
Dedicated to continuing education, I have earned the following designations:
- Certified Public Accountant (CPA)
- Certified Financial PlannerSM(CFP®) professional
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Accredited Wealth Management Advisor℠ (AWMA®)
- Accredited Investment Fiduciary® (AIF®).
I’m humbled to have been recognized both in the community and within my Firm, as one of the Northeast Pennsylvania Business Journal’s 20 Under 40, and most recently as Janney’s Financial Advisor of the Year. The annual award is presented to an advisor who exhibits excellence and leadership both in the office and community.
Active in my community, I serve as chair of the finance committee for my local church and am the co-founder and chair of its annual 5k race. I am a board member of the Boys and Girls Clubs of Northeastern PA, am a member of the Advisory Council for Lehigh University's Center for Financial Services within the College of Business, am a founding member of the Scranton Area Foundation Medallion Partner alliance, have taught community education classes throughout the area, and coach basketball at North Pocono Junior Hoops.
In my spare time, I treasure making memories with my wife and three kids. We reside in Covington Twp, PA.
As an Account Executive, Alex works alongside Financial Advisor Ryan Wilson during clients' financial planning process and execution of investment plans for clients. Additionally, Alex serves as the point-person for some client relationships and provides insight into the maintenance of the team’s investment menu. Alex currently holds FINRA Licenses in Series 7, Series 6 and Series 63, Series 65 and Life & Health Insurance. Alex is also an Accredited Investment Fiduciary (AIF®)
Prior to joining Janney, Alex served as a Senior Internal Wholesaler for CNL Securities. In this role, he supported CNL’s efforts to market and raise capital for Alternative Investment strategies such as Private Equity, Real Estate and Commodity Investments. He has been in the financial industry for 6 years.
Alex holds a bachelor’s degree in Finance from Clarion University of Pennsylvania, with a Personal Financial Planning track. During his time in college, Alex participated in and placed as a semi-finalist in the 2016 IARFC National Financial Planning competition.
In their spare time, Alex and his wife Courtney enjoy spending time with their young son, family, friends and their two dogs Colby and Cooper. They reside in Avoca, PA.
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.
Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
Debra earned a B.A. in Business Administration from Rutgers University.
Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.
Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.
Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts.
He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.
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.
Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.
Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.
A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.
In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.
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