LEADERSHIP TEAM
2022-2023 LEADERSHIP TEAM
We are excited to have such a professionally diverse board serving this chapter.
Elle Van Dahlgren, Esq.
Co-President
Elle Van Dahlgren Law LLC
Adam Necelis, CPA
Co-President
Adam R. Necelis CPA LLC
Dave Beam, CPA
Treasurer
Dave Beam CPA
Rick Thomas, CFP, ChFC
National Liaison
Greenville Financial Group
Peter Gaertner, CFP, CDFA, MBA
President
Affinity Wealth Management LLC
Tabatha Schury, CFP
Immediate Past President / VP
Charles Schwab & Co. Inc.
Ryan Ernst, JD, MBA
Director
Scott Crosby, CFP
Director
Bassett, Dawson & Foy
INTERESTED IN BECOMING A MEMBER?
Ask any board member why they’re a member of SFSP Delaware…
They will give you a long list of reasons… attend your first regular monthly meeting for FREE – experience what it’s all about firsthand. (Does not include the joint meeting symposiums with NAIFA Delaware chapter).
