Kate Schlegel
​SFSP Delaware Chapter Executive



Peter Gaertner, CFP®, CDFA™, MBA
Affinity Wealth Management
SFSP DE Director

Scott Crosby
Bassett, Dawson and Foy, Inc.
SFSP DE Director 


Richard J. Thomas, CFP, ChFC
​Greenville Financial Group, LLC
National SFSP Liaison

David S. Beam, CPA
​Dave Beam CPA, Inc.
SFSP DE President

Valerie M. Carr, JD.
Carr Law, LLC
SFSP DE Director / Membership Recruitment 

Adam Necelis, CPA
Adam R. Necelis, CPA, LLC

SFSP Treasurer

2017 – 2018 SFSP DELAWARE CHAPTER LEADERSHIP

Brad Foy, CFP
​Bassett, Dawson and Foy, Inc.
SFSP DE Past President


Dan Resiginer, MSFS, CLU, ChFC
Safe Investing Services
SFSP DE President-Elect



Ryan Ernst, JD, MBA
O'Kelly Ernst & Joyce, LLC
SFSP DE Director