himself has enjoyed a 40 + year career . In 2010 , he teamed up with son Ryan , and , in 2018 , Dennis ’ son-in-law , Dan Wolfgang , joined their group . This family business serves third , fourth and , in some cases , the fifth generation of their clients ’ families .
“ We take tremendous pride in the fact that these relationships , like our approach to the business , have withstood the test of time ,” Dennis said .
Every family and every client has different needs . The first step is to truly understand those needs and wants . Sometimes , they are part of the normal course of life ( college , retirement and estate planning ). Often , they are unexpected and unique ( longterm care and insurance planning , executive compensation , 401k services ).
Whatever your needs , backed by Janney ’ s 190 years of success , The McNamara Investment Group is equipped with the tools needed to help answer questions like : “ Can I …?” “ When can I …?” “ What will it look like if I …?” “ Am I still on track to meet my goals if I ...?”
“ In the end , these questions are what matter most ,” Dan said . “ We work in concert with our clients to build a plan and regularly review and update that plan . Their goals are our goals – that is how our family has earned our clients ’ trust over the span of seven decades .”
Meet the Team :
Dennis McNamara – Executive Vice President / Investments , Financial Advisor
Dennis began his work in the industry in 1980 with Parker / Hunter . After stops at Hilliard Lyons and PNC Investments , Dennis joined Janney in 2010 , teaming up with his son , Ryan , later that year . In 2020 , his work earned him national recognition , as he was listed among 165 advisors in Pennsylvania ( and more than 4,000 nationwide ) on the Forbes Best-In-State Wealth Advisors List .
Dennis is a graduate of West Virginia University and an avid family man . He and his wife , Debbie , have four children and eight grandchildren .
Ryan McNamara – Financial Advisor | CLTC ®
Ryan has spent nearly 15 years in the financial services industry , starting with United Brokerage Services Inc . In 2010 , he teamed up with his father , Dennis , at Janney . He holds a Certification in Long-Term Care ( CLTC ®) from the CLTC Board of Standards , Inc . The designation focuses on extended care planning , a subject Ryan frequently discusses with clients during their regular discussions .
Ryan is a graduate of West Virginia University . He and his family – his wife , Heather , and four children – reside in Peters Township .
Daniel Wolfgang – Financial Advisor | AWMA ®, CRPC ® Dan joined The McNamara Investment Group in 2018 after two years in retail banking . He holds the designations of Accredited Wealth Management Advisor ( AWMA ®) and Chartered Retirement Planning Counselor ( CRPC ®), both from the College for Financial Planning ®. These programs have helped Dan gain the ability to provide customized solutions to serve his clients ’ unique circumstances .
Dan is a graduate of Syracuse University . He , his wife Shannon , and daughter reside in Bethel Park .
Haleigh Miller – Private Client Associate
Haleigh started at The McNamara Investment Group in 2021 , working previously in IT at Waynesburg University . She holds a B . S . in Computer Forensics & Security as well as an M . A . in Criminal Investigations , both from Waynesburg University .
Haleigh resides in Washington .
The McNamara Investment Group is located at 375 Southpointe Boulevard , Suite 300 , Canonsburg , PA 15317 . Ph : 724.743.3301 ; Text : 724.888.5684 ; Fax : 724.743.0435 . They are representatives of Janney Montgomery Scott . Please view their website at themcnamarainvestmentgroup . com or email the team at themcnamarainvestmentgroup @ janney . com .
Working with Janney Janney Montgomery Scott LLC , its affiliates , and its employees are not in the business of providing tax , regulatory , accounting , or legal advice . These materials and any tax-related statements are not intended or written to be used , and cannot be used or relied upon , by any taxpayer for the purpose of avoiding tax penalties . Any such taxpayer should seek advice based on the taxpayer ’ s particular circumstances from an independent tax advisor . For more information about Janney , please see Janney ’ s Relationship Summary ( Form CRS ) at janney . com / crs , which details all material facts about the scope and terms of the firm ’ s relationship with you and any potential conflicts of interest . Janney Montgomery Scott LLC , member NYSE , FINRA and SIPC .
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