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.
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. He holds the certification as a Chartered Financial Consultant® (ChFC ®) and is a licensed Securities Dealer (Series: 7 and 66). He is an Investment Advisor Representatives (IAR) with Delta Financial Advisors.
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.
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 their journey.
Bringing nearly 35 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 35 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. 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 the Days End Horse Rescue. She enjoys family adventures and sports such as golf and riding her horse, Madeira.
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. As the owner of Delta Financial Advisors, Inc., Joseph coordinates all aspects of the business through his distinguished Team of Advisors and operations staff.
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 Jet. He spends his free time riding his Harley Davidson and working on his collection of classic cars and trucks. Joe enjoys playing golf and spending time in Ocean City, MD.
Skerdi, the newest addition to our growing firm, has been working in the financial services / wealth management industry since 2005. He joined Delta Financial Advisors, Inc. in May 2024, previously having worked for a boutique financial advisory firm for the past 12+ years.
Skerdi’s vast and hands-on experience in wealth management, comprehensive financial planning, and investment management, will be instrumental in our continued growth, and our ability to provide comprehensive and holistic financial planning, investment advisory and wealth management advice and guidance to our clients.
Skerdi has an extensive financial education, with a BS and two Masters degrees. In addition to his health and life insurance licenses, he holds his FINRA SIE, series 7, 63, and 65 licenses. He has been a CERTIFIED FINANCIAL PLANNER™ professional since September 2011, and he also holds the Certified Investment Management Analyst® (CIMA) and Chartered Life Underwriter® (CLU) designations.
Skerdi lives in Northern Virginia with his wife and their two teenage sons. He likes to spend his free time with his family exploring new places and experiences, attending sporting events (Go Nats!), and entertaining the new addition to the family - Thor (a Jack Russell Terrier).
Nick Angelis is Delta Financial’s, 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.
Nick is a Financial Paraplanner Qualified Professional™ and is FINRA Series 65 licensed.
Tom has over 30 years in the financial services industry with the last 12+ years being in the insurance industry. He has his Fraternal Insurance Counselor (FIC) and Fraternal Insurance Counselor Fellow (FICF) designations and is a qualifying member of the prestigious Million Dollar Round Table (MDRT). He is responsible for business development for Delta Financial Advisors, Inc. and is available to assist clients with their life insurance needs.
Tom graduated from Elon University with a Business Administration degree with an emphasis in Marketing and Economics.
Tom grew up in Ellicott City, MD but has since moved to the Eastern Shore of Maryland. In his spare time, he enjoys the beach, golf and traveling.
Christian Camacho is the newest member of the Delta Team joining the firm in 2022 as a Client Services Associate.
A recent graduate of Montgomery County Community College, Christian is continuing his business education at University of Maryland Global Campus. Christian is also fluent in Spanish.
When he’s not studying, Christian enjoys spending time with his college friends. He is also a fan of going to the baseball games at the National’s stadium.
Heather is often the first voice you hear when calling Delta and is usually first person you meet when visiting the office. She started with Delta as a part time employee while she was finishing high school. She is now pursuing her accounting degree at University of Maryland Global Campus.
If not working, studying or attending class she is spending time with her horse.
Brad Howatt joined Delta in 2021 following and successful career in accounting and finance for operating units of US and Canadian publicly traded companies. His experience includes financial reporting, analysis, shared services, mergers and acquisitions and process improvements.
He is graduate of Towson University and has an MBA from the University of Baltimore. He is a Certified Public Account (CPA) and has completed Lean Six Sigma Blackbelt training at Villenova’s professional education program.
Brad is a platinum level certified women’s lacrosse coach and a local rated official. He has volunteered with Lutherville Timonium Rec Council for over 20 years, helping with a variety of youth and club teams. Looking forward to lacrosse returning to the Olympics for the LA2028 games.
