Delta Team
 
 

 

Beverly A. Fischetti, CPA, CFP®, President / Principal Advisor


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 clients 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 Financial Planner (CFP®), 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 Inc., a Registered Investment Advisor in the State of Maryland. 

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. 
 

 

Joseph A. Fischetti, COO/CCO


Joseph A. FischettiJoseph A. Fischetti has more than 17 years of experience as a registered representative at Delta Financial Advisors, Inc., monitoring compliance with SEC and state regulatory and registration systems. He holds his Series 6 and 65 securities registrations. Currently, Joseph coordinates business operations, development, and manages the company's emergency preparedness systems. He also oversees the company’s internal operations, coordinating the staff to provide excellent customer service.

Born and raised in Kensington, Maryland, he works just a stone’s throw from the house he grew up in. He is married and the proud father of two children and a loving German Shepherd named Stella. He spends weekends traveling to support his daughter as she excels in college volleyball. Weekdays, Joe coaches his son and the local high school football team, where he’s happy to influence the next generation in positive ways through sports. Joe enjoys playing pool with friends and on the competition circuit, and as your financial advisors, we counsel you not to bet against him.

 



 

Nick Angelis, CFO/COO


Joseph A. FischettiNick Angelis is Delta Financial’s Chief Financial Officer (CFO) and Chief Operating Officer (COO).  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.

 
 



Jacob P. DeFilippo, BS

 

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

Jacob is currently employed at Delta as a Client Services Representative. His duties at Delta Financial Advisors, Inc range from assisting the CFP in daily tasks to creating a Social Media/Marketing Outreach program here at Delta.

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

 
 
 
 

 

 

Mark Hornbaker

 

Mark HornbakerMark Hornbaker, Delta Financials’ Client Services Representative. Mark brings 18 years of financial industry experience to Delta Financial. Mark, grew up in Darnestown, MD where he was an avid Washington Senators fan. He currently resides in Poolesville, MD with his wife of 17 years, Linda and their dog, Cody.

In his free time, Mark spends time managing his D.C. Baseball History website (dcbaseballhistory.com). Mark and Linda are avid bike riders that take advantage of the area’s local bike trails, C&O canal towpath, W&OD bike trial and the Western Maryland rail trail.