2019-20 Leadership Team
We are excited to have such a diverse Board serving this Chapter.
Peter Gaertner, CFP, CDFA, MBA
President
Affinity Wealth Management LLC
Adam Necelis, CPA
Past-President
Adam R. Necelis CPA LLC
Dave Beam, CPA
Treasurer
Dave Beam CPA
Rick Thomas, CFP, ChFC
National Liaison
Greenville Financial Group
Elle Van Dahlgren, esq.
Director
Elle Van Dahlgren Law LLC
Tabatha Schury, CFP
Director
Charles Schwab & Co. Inc.
Ryan Ernst, JD, MBA
Director
O'Kelly, Ernst & Joyce
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).