Our Team

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.

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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.

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.

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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. Managing the Plymouth Meeting branch, she uses skills from all facets to form successful processes for Clients and Advisors.

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

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 Financial Services, Inc.  3118934 DOFU 6/2020

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

Angie comes to Delaware Valley with over 10 years of recruiting experience, as well as 20+ years of marketing experience. She is passionate about helping people find a career path that fulfills them. She also enjoys helping companies find their marketing niche and brand identity. In her spare time, she loves hanging with her rescue pup Milo, singing,  experiencing new restaurants with friends and traveling.

Phone: 267-261-2589
Fax: 215-938-8442
E-mail: scott.stern@dvadvisors.com

Registered Representative of Securian Financial Services, Inc.