2019-20 Leadership Team

We are excited to have such a diverse Board serving this Chapter.

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Peter Gaertner, CFP, CDFA, MBA

President

Affinity Wealth Management LLC

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Adam Necelis, CPA

Past-President

Adam R. Necelis CPA LLC

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Dave Beam, CPA

Treasurer

Dave Beam CPA

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Rick Thomas, CFP, ChFC

National Liaison

Greenville Financial Group

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Elle Van Dahlgren, esq.

Director

Elle Van Dahlgren Law LLC

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Tabatha Schury, CFP

Director

Charles Schwab & Co. Inc.

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Ryan Ernst, JD, MBA

Director

O'Kelly, Ernst & Joyce

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Scott Crosby

Director

Bassett, Dawson & Foy

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).