The Team

We are hard working dedicated professionals. It is our belief that we can have a positive impact on our client's lives and we strive for excellence in every way that we can. We believe this will also have a positive impact for our clients for generations to come. 

Terry has been working with the team for over eight years and was delighted to join Center Capital Advisors at Janney in March of 2007.   Terry started her career in the financial industry with Thomson McKinnon Securities in 1978 after attending Berkeley College.  She has worked for Paine Webber, Shearson Lehman Hutton, Prudential Securities, Smith Barney, Advest and Merrill Lynch in an Operational and Registered Associate capacity.  She became Series 7 registered in 1983 and is also a Notary Public.  While she worked in the Fairfield Country area, she was the former Secretary of The Fairfield County Stockbroker's Club and The Connecticut Money Manager's Association.  As the teams Registered Private Client Assistant, Terry is often the first point of contact for many clients, responsible for managing the operational details of accounts, as well as responding to client questions and concerns in a prompt and courteous manner. Always avaiable to assist our clients her professionalism and knowledge of the industry make her a trusted and reliable resource. 

Therese Landerfin
Operations Manager / Registered Private Client Assistant

tlanderfin@janney.com

toll: (860) 561-3760
tel: (860) 561-6367
fax: (860) 561-3712

 Our retirement plan team consists of dedicated professionals who are solely focused on helping us in many ways to ensure that you have the very best advocate in your corner. 

 

Debra S. Roey, CLU, ChFC, AIF
Manager, Retirement Plan Services

Debra has over 25 years of retirement industry experience. In her role, she provides sales and service support for corporate retirement plans, including plan design analysis, proposal procurement and analysis, technical support, client and participant meetings and problem resolution. Prior to joining Janney, she served as Regional Director, Retirement Plans, with Union Central Life, and was responsible for sales and marketing of retirement plans through financial advisers. She also served on several corporate committees involved with strategic planning and product development. Debra received her bachelor’s degree in business administration from Rutgers University. She also has the following designations: CLU (Chartered Life Underwriter), CHFC (Chartered Financial Consultant), and AIF (Accredited Investment Fiduciary).

 

Financial Planning 

 

 

Chris Haidinger, CFP®
First Vice President, Director Financial Planning

Chris serves as First Vice President and Director of Janney’s High Net Worth Planning Group, part of the Firm’s Wealth Planning Department. Chris has been associated with Janney for over 23 years, creating investment and tax planning strategies for private and institutional clients, businesses and credit unions in an effort to maximize the productivity of their assets. As part of his responsibilities, he provides technical expertise and formulates financial plans describing financial, tax, investment and estate planning strategies. Chris is currently a member in good standing with International Board of Standards and Practices for Certified Financial Planners™, the Delaware Valley Society of the Institute of Certified Financial Planners™ and the International Association of Certified Financial Planners™. He holds a Bachelor of Science in Finance from Susquehanna University, and is a graduate of the SII (Securities Industry Institute) Program at the Wharton School of Business.

  

Michael Repak, CPA/PFS, JD, LLM

VP, Senior Estate Planner

Michael Repak is an attorney and a CPA who specializes in Estate and Tax Planning and currently serves as a Senior Estate Planner with Janney’s High Net Worth Planning Group, part of the Firm’s Wealth Planning Department. He has over 25 years of professional experience and, prior to joining Janney, managed his own law practice in Yardley, PA which concentrated in the areas of elder law and estate planning. He has also served as a Senior Tax Manager with KPMG and with Arthur Andersen. He has been an adjunct professor with the MBA program at Temple University. Mr. Repak is a graduate of the University of Florida College of Law as well as the Graduate Tax Law Program at the New York University School of Law. 

Richard L. Stevenson, CFP®, ChFC®, CLU®

VP, Senior Financial Planner

Richard Stevenson is a Financial Planner who serves in Janney’s Planning Services Group, part of the Firm’s Wealth Planning Department. His responsibilities include the completion and finalization of financial plans and working closely with Janney’s Financial Consultants developing strategies to best meet the planning needs of their clients. Mr. Stevenson’s other responsibilities include the drafting of financial plans, creating hypothetical illustrations for 72t calculations, stock option programs and other complex mathematical illustrations. Mr. Stevenson has been employed in the financial services industry for 29 years, concentrating in financial and estate planning. Prior to coming to Janney, he served with Kaehall Estate Planning. His prior responsibilities included Wachovia Bank, John Hancock, Allstate and the Acacia Group in Wilmington.