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Meet the Team

Finances Are Personal

And So Is Our Approach

Money is intricately connected to how we live and feel. For this reason, our team pays close attention to your values, goals and financial progress. We strive not only to create the right plan for you—but to continually provide tailored advice based on a genuine understanding of you and your evolving life. 

For over 30 years, our team has and will continue to be your partner, resource and guide for all things finance.


Beverly A. Fischetti Photo
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Beverly A. Fischetti

Founder/Principal Advisor

Beverly A. Fischetti

Beverly A. Fischetti

Founder/Principal Advisor

BFISCHETTI@DFA1.COM

Beverly A. Fischetti founded Delta Financial Advisors, Inc. in 1992 with the vision of enhancing and enriching others through effective resource management. She focuses on her client’s long-term financial goals while guiding them through every step of the journey.

Bringing nearly 30 years of professional experience in the financial industry and having worked through good and bad market cycles, she has earned her reputation as a highly respected independent planner and tax return preparer. Her comments have been featured in Financial Planning Magazine, and she has participated on professional panels in industry conferences nationwide. Her dedication to her clients’ well-being is Beverly’s highest form of recognition. Many clients have been with her for over 29 years and actively recommend their family and friends to Delta Financial Advisors, Inc. Although her offices are in Kensington, many of her clients are located throughout the states and world.

Before forming Delta Financial Advisors, Inc., Beverly worked as an auditor with the U.S. Department of Energy, supervising compliance audits with congressional oversight. She earned her B.A. in accounting cum laude from American University followed by her MBA with distinction. She holds a certification as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Public Accountant (CPA) and a licensed Securities Dealer (series: 6, 7, 22, 24, 63 and 65). She is an independent advisor with Delta Financial Advisors.

Beverly is a committed long-time resident of Kensington, Maryland and is a member of the Kensington Business Association. She is married, the mother of two children and has five grandchildren. Her interests reflect a passion for animals and children. Beverly helps support the Therapeutic Riding Center and she enjoys sports such as golf and riding her horse, Madeira.

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Joseph A. Fischetti

CEO

Joseph A. Fischetti

Joseph A. Fischetti

CEO


Joseph A. Fischetti has more than 20 years of experience as a registered representative at Delta Financial Advisors, Inc. He holds his Series 6 and 65 securities registrations. Currently, Joseph coordinates  all aspects of the business operations and business development.

Born and raised in Kensington, Maryland, he works just a stone’s throw from the house he grew up in. He is married and is the proud father of two children and two loving German Shepherds named Tess and Gage. He spends his free time riding his Harley Davidson and working his collection of classic cars and trucks. Joe enjoys playing pool and spending time in Ocean City, MD.


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Nicholas Angelis

CFO/COO

 Nick Angelis

Nick Angelis

CFO/COO/CCO

Nick Angelis is Delta Financial’s Chief Financial Officer (CFO), Chief Operating Officer (COO) and Chief Compliance Officer (CCO). A native Washingtonian, Nick left for the Midwest to pursue his education at the University of Notre Dame. After completing a double major and graduating with Honors, Nick returned to the area in 1999. He started working for Delta Financial, learning the back-office duties of the financial industry as well as the administrative duties of running a small business. 

With a desire to start his own business, and with the encouragement of Beverly Fischetti, Nick left Delta Financial to work in real estate. For several years Nick developed a successful real estate business, carving a niche specializing in senior housing, having garnered numerous top production and sales awards. In addition, Nick taught courses in real estate business development as well as mentored newly licensed real estate agents. 

When the time and opportunity arose for Nick and Delta, Nick returned to Delta Financial— bringing with him his experience to run the day-to-day operations of Delta’s growing business.

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Jacob DeFilippo

Director of Client Services

Jacob DeFilippo

Jacob DeFilippo

Director of Client Services

Jdefilippo@DFA1.COM


Jacob DeFilippo began his career with Delta Financial Advisors, Inc. in 2009 as Delta’s first college intern. While working with Delta during his college career, he earned his Bachelor’s degree from Salisbury Universities Perdue School of Business where he majored in Marketing.

Jacob is currently employed at Delta as an Investment Advisor and the Director of Client Services. His duties at Delta Financial Advisors, Inc. range from assisting the clients with implementing their financial plan and supporting the principal advisor to managing the customer service team to ensure the highest level of service.

In his spare time, Jacob enjoys attending sporting events and hanging out with family and friends.