Our Team

We believe that our clients are best served by leveraging the unique experience, expertise, and personality of each of our team members. With collaboration at the core of everything that we do, we strive to deliver a more impactful client experience than any one of us could provide indivudually. With decades of experience and expertise across all aspects of wealth management, we love to engage in each of our clients' unique stories, serving as a steady, guiding hand through life's challenges, milestones, and transitions.


Murray Carter, AWMA®, CFP®, AIF®
Executive Vice President / Wealth Management, Financial Advisor

CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management AdvisorSM
Accredited Investment Fiduciary

email: mcarter@janney.com
tel: (202) 955-4307

 
 

Murray has almost three decades of experience in the financial services industry­­ he has achieved the advanced designations of CERTIFIED FINANCIAL PLANNERTM, Accredited Wealth Management AdvisorSM, Accredited Investment FiduciaryTM, and most recently, Certified 401(k) Professional. In the spring of 2018, he was honored by the Financial Times in their list of Top 400 Advisors.

He is a recognized leader in the corporate retirement industry and works closely with plan sponsors and investment committees to ensure that everything from vendor relationships to plan performance is running smoothly. For the second time, Murray was selected as a Top 401 Retirement Advisor by the Financial Times and regularly participates in the DC Fly-In Forum as a member of the National Association of Plan Advisors whom recognized the team as top 250.

Growing up in Toronto, Canada explains Murray's lifelong fandom of the Toronto Maple Leafs and why he still plays hockey. He is a graduate of NC State University and still cheers for the Wolfpack. He also enjoys playing golf, a fine Bourbon, and travelling with his wife, Janine. They have two daughters and two sons who have all “left the nest.” Myrtle Beach is a frequent destination for family time, rest, and golf.


 Mitchell Lerner
 Vice President / Wealth Management

email: mlerner@janney.com
tel:  (202) 955-4334

 

For over twenty years Mitchell has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Mitchell has dedicated his career to delivering the personalized investment planning services his clients deserve. He utilizes his skill in discretionary portfolio management in providing personalized financial advice for individuals, families and some local companies.

Mitchell's passion for learning led him to pursue a degree in Political Science at the University of North Carolina and then a law degree from the Washington College of Law at American University. He loves to travel and considers his trip to the Annapurna region of Nepal with his wife Arlene to be one of his most rewarding adventures. Running the Marine Corps Marathon with Arlene in October of 2001, one month after the attack on the World Trade Center and the Pentagon ranks as one of his most emotional moments.

Away from the office, Mitchell spends his free time with his wife, Arlene, an attorney, and their two children Max and Rebecca. Most family vacations are spent visiting our National Parks. The entire family has spent many a day kayaking on the Potomac River and both Max and Rebecca excelled at competitive slalom kayaking. When Mitchell has free time he enjoys playing his guitar and mandolin while sipping a fine bourbon whiskey.


Tom HeadshotThomas Hansen
Vice President / Investments

Accredited Wealth Management AdvisorSM

email: thansen@janney.com
tel:  (202) 955-4490

 

Tom Hansen serves as Vice President / Investments and has over 30 years of experience in the financial services industry, over 20 of which have been at Janney. In addition to holding his FINRA series 7, 9, 10, 63 and 65 licenses, Tom has achieved the advanced designation of Accredited Wealth Management AdvisorSM. Tom is experienced at managing the intricacies of investment risk tolerance, time horizon, and client expectations, and does so with a particular expertise in municipal and corporate bonds.

Tom is a graduate of Cornell University and is passionately involved in the community. He actively participates in the Knights of Columbus, the St Mary of Sorrows Social Action Committee, and as a travel and AAU Basketball Coach.

 

Outside of the office, Tom and his wife Ruby have been married for over 30 years and love to travel. They have two daughters, Brittany and Tyler, and two grandsons, Wyatt and Weston.


Erik Fromm, CFP®
Financial Advisor

CERTIFIED FINANCIAL PLANNER™

email: efromm@janney.com
tel: (202) 955-4318

 

Erik is a lead planner and relationship manager with the CSG group. Since becoming an advisor in 2010 and receiving the CERTIFIED FINANCIAL PLANNER™ designation in 2014, he has developed a passion for engaging with clients and leading them through challenges and transitions in all phases of their lives. Committed to building long term relationships, Erik leverages the team's deep discovery process to create a clear vision with clients about where they are, where they want to go, and the steps required to get there. Coordinating with the rest of the team across cash flow planning, investment positioning, estate concerns, charitable planning, education planning, and insurance, Erik prides himself on helping clients understand their financial lives and his agility to adapt the team's guidance to changes.

On a personal level, Erik is a graduate of Gettysburg College where he excelled as a scholar-athlete. A passionate student of leadership and behavioral economics, he enjoys the opportunity to apply these disciplines to the team's client experience. He and his wife Ashley were married in Bali, Indonesia and love to travel, having explored world locations such as Belize and Thailand. Their time these days is mostly spent with their son, Ashton, and daughter, Alise. A perfect weekend day for the Fromms is spent outside at the beach, at the park, and around the grill.


Chris RockwellCFP®, CFA
Financial Advisor

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst


email: crockwell@janney.com
tel: (202) 955-4331

 

Chris serves as the team's lead financial analyst and portfolio manager. He directs the team's asset allocation decisions, investment research, fund selection, and individual security selection. He, along with Erik, perform the majority of the financial planning and insurance cases as well. Analytical in nature, Chris is a CFA® charter holder and a CERTIFIED FINANCIAL PLANNER™. He enjoys discussing the specifics of things like financial statement analysis, social security strategy, and long term care policies to ensure that the team covers important details for their clients.  

A native of Baltimore, Chris attended Vanderbilt University where he majored in Economics and played on the golf team.  Following graduation, he lived in central China for a year teaching English at Xiangfan University and learning Mandarin before joining Janney in 2012. In his spare time, he enjoys playing golf, hiking, and traveling. He and his wife Christina married in May of 2018 and plan to honeymoon in South Africa.  Some of Chris' personal highlights include running a half-marathon on top of the Great Wall of China in 2011 and climbing Mt. Kilimanjaro in 2013.


Brad Garner, CFP®
Account Executive

CERTIFIED FINANCIAL PLANNER™

email: bgarner@janney.com
tel: (202) 955-4341

Brad is an Account Executive with over 14 years of experience helping clients secure their financial futures. Brad is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping clients achieve their financial goals through providing customized financial plans fit for their unique needs.

 

Brad's particular focus on protecting and growing assets for families and business owners, education funding, and tax-efficient estate and charitable transitions complements the team's comprehensive approach to service and advice. Brad values the opportunity to be part of a team that provides tailored solutions and support through every aspect of their clients' planning and investment needs.

 

Brad grew up in North Carolina and has been a DC native since 2010, when he married his wife Sharon. The two met in Australia and have enjoyed travelling around the globe together ever since. He is an avid sports fan, cheering on his NC State Wolfpack year round, along with the Carolina Panthers. In his spare time, he loves to play golf, see a good concert or Nats game with Sharon, and enjoy all the family time they possibly can with their daughter Sadie.


Katherine HeadshotKatherine Paguyo
Senior Registered Private Client Associate

email:
 kpaguyo@janney.com
tel: (202) 955-4303

Katherine is responsible for overseeing all aspects of client account management. As the first point of contact for CSG clients, Katherine will assist clients in opening accounts, understanding their statements, resolving any account or cash needs, and setting up calls and appointments between Financial Advisors and clients.  Experienced in the Financial Services Industry since 1996, Katherine is well versed in assisting clients with almost any need and strives to develop deep relationship with each client. She is Series 7, 66 and 31 registered and insurance licensed.

Katherine graduated from Seton Hill University with a major in International Business.  Originally from the Philippines, Katherine is fluent in Tagalog. An avid hiker, Kat loves to incorporate winery visits after great hikes. Some of her favorite wineries include those in Napa and Sonoma Valleys.  An ardent Dave Matthews fan, she has been to almost 50 of his concerts. She also enjoys kayaking and sailing and can be found enjoying the water in the summer months.


Alice HeadshotAlice Quick
Private Client Associate

email: aquick@janney.com
tel: (202) 499-4491

Serving as a Private Client Associate, Alice provides highly personalized client service while complementing the team with administrative, operations, and account management support. Working with the team, Alice ensures clients have access to any and all information they require to fully understand our process.

Alice attended Radford College with a Business Administration background and has worked in the Financial Industry since 1982. Born and raised in Northern Virginia, Alice is a huge college football fan. You will likely find Alice and her husband, Michael, in Charlottesville, Virginia tailgating and cheering on the Virginia Cavaliers.


Sarah Ojemann
Private Client Associate

email:
 
sojemann@janney.com
tel: (202) 955-4330

Sarah provides support for 401(k) plan sponsors & participants, marketing, answering client questions regarding account and administrative needs, and scheduling meetings to speak with our Financial Advisors. 

A Massachusetts native, Sarah is a graduate of Gettysburg College where she majored in Political Science.  She also has a Masters Degree in Strategic Communication from American University in Washington DC. In her free time, Sarah enjoys an active lifestyle with diverse cultural and athletic interests.  She loves everything from singing, to downhill skiing, tennis, yoga, jet skiing on the Chesapeake Bay during the summer, and spending time in Florida with her family during the winter. An avid cook, Sarah experiments with new recipes to share with her friends and family on the weekends, her favorites being those that include chocolate or pasta. 


In Memory 

Geoffrey L. Goone
 

It is with much regret and respect that we report the passing of our partner and friend, Geoffrey L. Goone. Geoff passed away peacefully on December 14th, 2015 surrounded by family and friends at Johns Hopkins after bravely battling cancer.

During this difficult time, it brings comfort to remember Geoff for the devoted husband, friend and partner he was.  He touched many lives, and will be greatly missed by all who knew him. Geoff had over 20 years of experience working with individuals, families and corporations, and founded CSG Capital Partners, along with Murray Carter and Gary Sokness, since retired.

As a team, we have made a commitment to honor Geoff through future involvement with the National Capital Area Chapter of the Leukemia & Lymphoma Society.