Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
 
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Jason Wolff
Senior Vice President/Wealth Management, Financial Advisor
About Jason

With 21 years of experience in the financial services industry, Jason joined Janney and formed Wolff Wealth Advisory Group. His career began in 1999 with First Union, a predecessor of Wells Fargo. He strives to be a dedicated financial advisor, focused on helping clients develop investment portfolios while outlining retirement, tax, college savings, and estate planning strategies.

Jason graduated from Michigan State University with a degree in Supply Chain Management and a minor in finance. While working toward his degree, Jason was a student athlete earning all-conference in soccer each of his 4 years.

Outside of the office, Jason spends his free time coaching his children’s sports teams, traveling to the mountains with his family, and cheering on all the local Charlotte sports teams. He and his family are also members of the Forest Hill Church. Jason enjoys spending time with his wife of 21 years, Heather, and two children, Tyler and Addison. He has two beloved dogs, Daisy and Izzo.

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Timothy S. Jones
Senior Vice President/Complex Manager
About Timothy
Tim joined Janney in 2019 with over 30 years of financial services industry experience. He has proven leadership successes, having worked his way up from a Chairman’s Club producing Financial Advisor to Managing Director of IJL Wachovia’s 450 advisor sales force. Tim also served as President of AmSouth Investment Service, where he managed the Bank’s 140 Financial Advisors, and was Area Director for Morgan Stanley, where he was responsible for all of the firm’s offices in the state of North Carolina. Most recently, Tim served as Regional Brokerage Manager for Wells Fargo for five and half years.

Tim graduated from Wake Forest University where he earned his BA in History and Politics. He also completed study at the Securities Industry Institute at The Wharton School at the University of Pennsylvania in 1996.

Staying active in his community, Tim has served on the board of the Johnston YMCA, Aldersgate, Wake Forest University Alumni Council, and as President of Carmel Country Club. He and his wife, Lori, have been married for over 30 years. They currently reside in Charlotte, NC and have two daughters, Hillary, who lives in Charlotte with her husband, John, and daughter, Annie, and Natalie, who lives and works in Washington, D.C.
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Margie Keith
Registered Private Client Associate
About Margie
Margie strives to deliver proactive and dedicated service to each client, assisting the team in meeting client’s needs and helping them reach their goals. She gets great satisfaction in developing relationships with clients and her teammates. Margie recognized early in her career that working with people in a service capacity was the right fit for her talents.
Margie brings 24 years of experience to the team. She began her career in the financial services industry as a licensed banker with First Union. Throughout her time in the industry, she served as a Service Banker, Private Bank Client Associate and most recently as a Senior Registered Client Associate with Wells Fargo. While at Wells Fargo, Margie also served on the Wells Fargo Advisors National Client Associate Council for 3 years representing the Mid-Atlantic Region.
Margie earned her Bachelors of Science degree in Physical Education with a concentration in Recreation Management from Texas Tech University. She also holds her Series 7, 66, and Life & Health Insurance licenses.
Outside of the office, Outside the office, Margie is active in her church Park Road Baptist, and enjoys volunteering in the community. She has a son, Ryan, and two dogs, Mila and Willie.
Supported By

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.

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Greg Drahuschak
Market Strategist
About Greg

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.

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

Shurdonna is a Vice President and Director of Janney’s High Net Worth Consulting Group, where she leads a team focused on delivering a comprehensive wealth management experience for individuals, families, business owners, executives, professional athletes, and other clients with complex financial needs. She partners with Financial Advisors to bring together the firm's specialized resources and expertise, delivering tailored solutions aligned with clients' long-term objectives. By coordinating specialists across investment management, estate and trust planning, tax strategy, asset protection, charitable giving, lending, business owner solutions, executive services, and alternative investments, she helps provide integrated guidance designed to address the evolving needs of high-net-worth clients and their families. 

 

Shurdonna brings more than 18 years of experience in investment management and wealth planning. Prior to her current role, she served as Assistant Vice President and Wealth Strategist, supporting advanced planning initiatives across Janney's Mid-Atlantic region. In that capacity, she partnered with Financial Advisors and their clients on sophisticated planning matters involving estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.

 

Before joining Janney, Shurdonna served as a Financial Advisor with Vanguard Personal Advisor Services®, where she managed investment portfolios and served as the primary advisor to high-net-worth individuals and families, providing comprehensive wealth management guidance across investment strategy, financial planning, and long-term wealth stewardship. Earlier in her career, she was a Financial Advisor Associate within Vanguard Asset Management Services, supporting many of the firm's most complex ultra-high-networth clients through portfolio construction, investment analysis, and comprehensive financial planning. She also participated in Vanguard's Accelerated Leadership Development Program, completing rotations in the firm's International Client Services, Retirement Plan Services, Education Savings Group, and Retail Investor Group.

 

Shurdonna is a Certified Financial Planner™ professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.

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