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Our Team

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Jeffrey Marsico, CFP®, CLU®, CLTC®

President

Mission: To design comprehensive financial strategies to help individuals and families understand and reach their financial goals in a time-efficient manner.
Value: Maximizing resources to help achieve financial success over a lifelong relationship.
Focus: Debt Repayment, Insurance Coverage & Investment/Retirement Strategies
Reach: Serving clients in over 20 states.

Jeffrey has developed a nationwide practice passionately advising his clients on their wealth management needs. He is a regular keynote speaker to medical groups and residency programs in the Northeast. Utilizing a detailed client-focused process, Jeff helps clients confidently make educated decisions in an efficient and timely manner.

Jeffrey lives in Chester Springs, Pennsylvania with his wife, Amy, and two children, Kyle and Lyla. In his spare time, he enjoys spending time with his family, traveling, playing golf and watching sports.

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David Marsico

Vice President

David’s mission is to help families make important financial decisions so that they can protect and secure a strong financial future. His clients hire him as their personal “Chief Financial Officer” with the goal to ultimately retire with financial dignity.

David holds FINRA Series 7, 65 and 63 registrations and earned an MBA through Villanova University.

David currently lives in Glenmoore, Pennsylvania with his wife Jill and sons Luca and Carlo.

His passions besides helping families include playing golf, natural health and wellness, studying monetary and economic history and visiting new places with his family.

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Dominic Marsico, Jr., CLU®, ChFC®, RHU®

Vice President

Dom has over 40 years of experience working in the financial and insurance services industry. He has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. His practice primarily involves working with both professionals and business owners in a variety of areas, including income/life protection, retirement planning and employee benefits.

Dom splits his time between Pennsylvania and Florida.  

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Shane Galante

Associate

Shane Galante works as a disability insurance specialist. Shane was a nurse at ChristianaCare for 4 years prior to joining the financial services industry. Shane graduated from Neumann University with a bachelor's degree in Nursing and minor in Spanish. Shane currently holds his Series 7 and Series 66 FINRA registrations, as well as his Life and Health Insurance licenses.

Shane works closely with medical professionals, young families, and college graduates, assisting in developing goals and creating strategies to achieve them. Shane is a life-long learner and always willing to do what is right for others. Shane is a big advocate for investing "early and often" and gets excited to educate others on financial topics.

Shane resides in Drexel Hill, Pennsylvania, in Delaware County. He has two young boys Luke (3) and Liam (1) and has been married to his beautiful wife Rose for 4 years. Shane loves all Philly sports teams and would spend all summer at the beach if he could.

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Paul Morrison

Associate

Paul Morrison works as a disability insurance specialist. He graduated from University of Delaware’s Alfred Lerner College of Business & Economics with a Bachelor of Science degree in Finance. Paul currently holds his Series 7 and Series 66 registrations, as well as his life and health insurance licenses. Paul works closely with young professionals, small business owners, and those in the construction industry, to help them reach their financial goals. A life-long learner, Paul takes pride in continual growth, and understands the importance of developing long term, lasting relationships with his clients.

Paul grew up in West Chester, Pennsylvania, but currently resides in Hockessin, Delaware with his 3 dogs: Irv, Tripp, and Mini. When not working, you will find Paul playing basketball with friends, freshwater fishing, or sailing. Paul loves all Philly sports and loves creating memories with family and friends!

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Keval Nagda

Associate

Keval Nagda works as a disability insurance specialist. He graduated with a dual BA/BS Degree from Stony Brook University with a double major in Business Management (Finance) and Economics. Keval has earned his SIE, Series 7, and Series 66 registrations as well as his Life and Health Insurance Licenses. Keval works closely with medical professionals and engineers at all career stages. He is committed to putting his clients on the path to financial freedom by creating efficient strategies tailored around their unique goals and needs in life. More so, Keval considers himself a financial educator, putting an emphasis on teaching his clients about the different layers of a sound financial plan. His primary focus is building a long- term relationship with his clients and taking pride in being able to serve them consistently as they progress through different stages in life.

Keval was born in Mumbai, India, and moved to the United States at an early age with his parents. He is actively involved in the local Jain Community, and enjoys his free time traveling and watching sports with his family and friends. Keval is also a proud member of the first South Asian Fraternity in the world, Iota Nu Delta, where he served as the Recruitment and Social Chair during his undergraduate years.

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Alex Cavaliere, CSLP®

Associate

Alex Cavaliere works as a disability insurance specialist. He graduated from Rowan University’s Rohrer College of Business with a Bachelor’s of Science Degree in Finance. Alex currently holds his Series 7 and Series 66 registrations, as well as his Life and Health Insurance licenses. Alex helps hard working individuals establish a custom strategy that will protect their families and assets, as well as grow their savings according to the individual’s unique needs. He recognizes the importance of educating his clients about financial products and markets, as transparency and trust are the foundation of every advisory relationship. 

Alex was born, raised, and currently resides in the southern part of New Jersey. His parents instilled a love of music in him at a very young age, which naturally led to him playing several instruments including guitar, bass, piano, drums, and accordion. He plays lead guitar in a wedding band on the weekends and enjoys recording original music as well.

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