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

Chad Clubb has a tenure of 10 years in the financial services industry.  He is graduate of Rider University in 2001 with a BA in Education.  Over the last 10 years, he has leveraged his fundamentalist approach in both private and Fortune 500 level environments.  From everyday individuals to notable organizations such as, The Philadelphia Foundation, Rider University, and The Kimmel Center, Mr. Clubb has worked alongside clients at every level imaginable.    

As an advisor he is passionate about ensuring that his clients are always at the center of every recommendation.  Whether the client is an individual or a business owner, his primary goal is to deliver exceptional customized advice and service throughout the relationship.  Chad derives great satisfaction for seeing his clients accomplish their individual financial goals based on the guidance that he provides. 

Chad Clubb is a loving husband and father of 4 wonderful children.  As a family they enjoy spending time at the children’s various extracurricular interests and traveling together.  He is a person who deeply understands the unquantifiable value of his wife and children.  His dedication to his family enables him to realize that his client’s families are also their most valued asset.  “Money is nothing of value without the people to care for in our lives.”

Chad is a Registered Representative and Investment Advisor Representative for Securian Financial Services, Inc. DOFU 3048367 4/2020

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