Our Team

Ed has 20+ years of experience in the financial services industry, all with Delaware Valley Advisors.

A graduate of the University of Dayton, with a degree in Management and Finance, Ed was a business owner prior to entering the financial services field. His areas of expertise include retirement, life insurance, financial strategies for businesses, and estate planning with special emphasis on investments and long term care insurance.

Ed is married to Kathleen, has three children, Patrick, Marissa and Timothy. The family resides in Flourtown, PA.

Ed is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Neil Goldstein has vast business experience both as an owner and directly working with business clients. One of his disciplines is tax* and retirement strategies for small, closely held corporations. Neil has 30+ years experience in the financial services arena and has an extensive client list where he has brought creative solutions and innovative strategies to businesses and individuals. His areas of expertise include, but are not limited to, estate planning, retirement solutions, and accumulation strategies for individuals.

Neil is a Registered Representative of Securian Financial Services, Inc.

*This should not be considered as specific tax advice. Consult a professional tax advisor regarding your individual situation.

Coming soon...

Edwin is a Registered Representative of Securian Financial Services, Inc.

Casey brought to DVA a background in Operations, Finance and Sales. She currently resides in Glenside, PA.

Kendrick is a graduate of Allegheny College in western Pennsylvania. He became a Financial Advisor because he wants to help people find a sense of financial wellbeing and thinks the ability to help someone shape their financial goals is truly rewarding. Whether it is helping to build/advise funds to save for life changing events or helping to maintain achieve a stable financial position, Kendrick wants to have a positive impact on clients’ lives. He currently lives in Jenkintown, PA, in the greater Philadelphia area.

Kendrick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. DOFU 3048300 4/2020

My goal as a financial consultant is to provide clarity to one’s financial picture and be there to help make those difficult decisions. By providing a comprehensive approach in conjunction with the resources of the firm, I provide a unique interactive experience for my clients. Collin is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 3095892 DOFU 5/2020

John A Palaszewski

In 1988, John began his journey in the Financial Services Industry.  What started out as a job, became something more with each passing year.  John soon realized the value rooted in learning, listening and realizing the power of the Financial Service Industry for people of all walks of life.  He met families who were curious, but uncertain about their financial future. He was introduced to business owners working tirelessly to maximize the value of their business. In fact, John met people who radiated not just about themselves, but mostly for their loved ones and their happiness.   

Since 1988, John has held executive responsibilities in marketing and financial education mentoring promising new financial advisors.  While on their road to achieve personal success, John partnered with these same advisors to form his own financial planning practice. Realizing that his clients could prosper from the intellectual capital brought by financial experts in estate planning, asset management and business owner solutions, John’s team approach became the cornerstone of his practice.

Placing clients’ needs at the center of all strategies is the foundation of John’s holistic approach.  Listening and understanding his clients’ goals and concerns, John is an educator whose mission is to organize and present mutually agreed upon solutions to confidently implement a financial strategy. 

Today, John’s clients have become friends as together they build trust and endeavor to accomplish tangible goals.  I’m excited to have the opportunity to listen, learn and share a small part of their personal journey.

After careful consideration, John chose to work with Delaware Valley Advisors and become a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. The shared values, ethics and Securian Financial Services’ open architecture insurance and investment platform is the perfect complement for John’s valued clients and trusted relationships. 

John holds the Series 6, 63 and 65 FINRA registrations and is Life & Health and Property & Casualty licensed in NJ, PA, DE and VA.  3118949 DOFU 6/2020