My Team

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


I am supported by a number of wealth management specialists and investment strategists.  They are based out of Janney's corporate headquarters in Philadelphia and work closely with me in order to offer superior products and services to each of our clients:

Charles M. Joseph

Michael Repak, CPA, JD
Senior Estate Tax Planner

Joseph Bosch
   Public Finance  

Chris Haidinger
HNW Planning


Greg Douglas
Life Insurance

Steve Higgins
Private Network