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  2. Our Team

Our Team

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Pete Monahan

CEO

215-938-7788 x191
pete.monahan@dvadvisors.com

Pete Monahan is the CEO of Delaware Valley Advisors, LLC. Pete has over 25 years of experience building multi-line agencies and fee-based financial planning organizations. Pete’s main expertise has been in building high performing teams of financial professionals, new organization development and developing profitable firm relationships. He is a strategic thinker who has demonstrated the ability to build new ventures, energize existing operations and lead an organization through change.

Pete is a graduate of St. Joseph’s University with a B.S. in Economics. He lives in Havertown, Pa with his wife Suzanne and has a son Brendan and a daughter Courtney

 

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

 

3313047 DOFU 11/20

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Edward J. Foy

Financial Advisor

(215) 938-7788 x138
edward.foy@dvadvisors.com

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.

 

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John J. Gallagher, III

Financial Professional

856-428-0777
john.gallagher@dvadvisors.com

John, also known as Shawn, has over 25 plus years of experience in the financial services industry. Shawn’s areas of expertise include both business and personal strategies with an emphasis on business continuity planning, employee benefit plans, and retirement programs. Shawn graduated from Elizabethtown College with a BS in Business Finance and resides in Cherry Hill, NJ

 

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

3048312 DOFU 4/2020

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Neil B. Goldstein, CLU, CHFC, CFP™

Financial Professional

(215) 938-7788 x112
neil.goldstein@dvadvisors.com

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.

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Nicholas Travaglini

Financial Advisor

215-938-7788 x 196
nick.travaglini@dvadvisors.com

Nick is a graduate of Saint Joseph’s University in Philadelphia, PA. He has been in the industry since 2014 and has spent his career building strong relationships with his clients and educating them on the necessary steps to create successful and lasting financial strategies. While working, Nick has also been growing his skills as a professional by going through an MBA program with a specialization in finance and graduated from the program in 2017. He currently lives in the neighborhood of Roxborough in Philadelphia, PA.

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

Edwin O. Walker, Jr.

610-353-9290
edwin.walker@dvadvisors.com

Coming soon...

 

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

Joseph E. Wolk

856-931-1780
joseph.wolk@dvadvisors.com

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

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Casey Kelly

Branch Office Manager

215-938-7788 ext. 120
casey.kelly@dvadvisors.com

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

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Robert Kodroff

Financial Professional

215-938-7788 ext. 198
robert.kodroff@dvadvisors.com
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Kendrick Patterson

Financial Professional

215-938-7788 ext. 204

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

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Jesse Raines

Financial Advisor

215-938-7788 ext. 203

After serving 8 years in the United State Army Infantry, Jesse graduated from the University of Pennsylvania. He specializes on working with motivated and inspiring people who look to jump start and accelerate their financial future. Jesse believes every client is unique and creates individualized financial strategies based on the client’s goals and desires.   

 

Jesse is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. DOFU 3048281 4/2020

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Aaron Slotnick

Financial Professional

Aaron Slotnick is a Financial Services Professional who is experienced in all areas that encompass sound financial strategies. He is passionate and devotes his time helping clients realize their goals. Aaron specializes in creating financial strategies that help clients protect, preserve and grow their assets. He is a big believer in financial education and made it his mission to educate clients on financial competency and strategy. His warmth, understanding and ability to identify client’s concerns make him a respected advocate for his clients. Before entering this industry, Aaron was a successful small business owner. Aaron is a graduate from Temple University in Philadelphia with a degree in Finance.  

 

Aaron is a registered representative with Securian Financial Services, Inc.

DOFU 3048380 4/2020

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Erin Moffitt

Financial Advisor

Erin Moffitt is a Financial Representative at Delaware Valley Advisors, LLC. This is her first career move into the finance industry. She brings with her 6+ years of management and ownership experience in the fitness industry as well as a background in small business marketing and consulting. She is a go-getter, strategic thinker, and values relationship building with her clients above all else. Erin’s main goal with her clients is not only to help them meet financial goals, but also to help them discover a holistic approach to living that allows them to let go of stress and live happily.

 

Erin graduated from Drexel University with a B.S. in Business Administration and is also a Certified Personal Trainer. She lives in Philadelphia and in her free time you can find her working out, playing with her dog Tully, and hanging with her friends.

 

Erin is a Registered Representative with Securian Financial Services, Inc. DOFU 3048334 4/2020

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Collin Deysher

Financial Professional

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

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John G Fishcer CLU, ChFC, CASL

Financial Advisor

application/pdf iconJohn Fischer HS.pdf

John G Fischer CLU, ChFC , CASL

John has 25+ years of experience as a financial representative.  He graduated from Penn State, University Park, and went on to earn his CLU, ChFC, and CASL designations from the American College of Financial Services.

John takes a consultative approach with clients, listens, and educates when appropriate to empower their decision-making.  He helps clients accumulate wealth, enjoy it during retirement, manage risks, and preserve legacies for heirs and business successors.  For his business clients, John maintains an active group benefits and retirement plans practice.

Outside of work, John can often be found doing small group outdoor workouts in Center City Philadelphia, walking his dogs, playing tennis, and cooking.

John Fischer is a Registered Representative of Securian Advisor Inc.  3118934 DOFU 6/2020

John Palaszewski

John A Palaszewski

John.palaszewski@dvadvisors.com

 

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

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Brendan Woods

Financial Advisor

Brendan is a graduate of Temple University in Philadelphia, PA. Beginning in the sales industry, Brendan has focused on building connections with clients. His areas of concentration include providing financial advice and developing financial plans, reviewing and updating client portfolios, and evaluating financial objectives. In his free time Brendan enjoys reading, exercising and watching Philadelphia sports teams.

 

Brendan is a Registered Representative and Investment Advisor Representative for Securian Financial Services, Inc.

 

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Roman Rudisill

Financial Advisor

Roman Rudisill grew up near Atlantic City and went on to study at Middlebury College in Vermont. He majored in both Economics and Political Science while also playing football for his alma mater. Roman is also an Eagle Scout with the Boy Scouts of America and has aided in many community- service projects throughout his life. As a young advisor Roman seeks to aid his clients with his diligent, inquisitive, and sincere attitude.

 

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

 

 

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We would love the opportunity to become your trusted advisor.

Telephone: (215) 938-7788
Email: pete.monahan@dvadvisors.com

1800 Byberry Road, Suite 1404, Huntingdon Valley, Pennsylvania 19006

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Delaware Valley Advisors, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Delaware Valley Advisors, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Delaware Valley Advisors, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2604538 DOFU 09/2019

Delaware Valley Advisors, LLC, 1800 Byberry Road, Suite 1404, Huntingdon Valley, PA, 19006 (215) 938-7788 
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