The Delta Financial Advisors, Inc. Team

The Delta Financial Advisors, Inc. team draws its specialization from diverse backgrounds, but we are united in our dedication to providing excellent customer service, and are passionate about helping our clients achieve their financial goals.

Beverly A. Fischetti and her husband, Tom, founded Delta Financial Advisors, Inc. in 1991 with the vision of helping others enhance and enrich their lives through wealth resource management. Beverly has over 25 years of experience in financial planning, with 27 years as a tax specialist. Before entering the financial services industry, Beverly was an auditor with the U.S. Department of Energy, supervising criminal audits with congressional oversight. Beverly earned her B.A. in accounting cum laude from American University in 1975, and acquired her MBA “with distinction” in 1979. Beverly completed her CPA designation in 1976, and became a CFP® in 1988.

Thomas E. Fischetti, BS
Business Advisor/Consultant

Tom has been an integral member of the Delta Financial Advisors, Inc. team since founding the company with his wife, Beverly, in 1991. Tom worked as a cancer researcher at the National Institutes of Health for 14 years before entering the financial industry in 1982. Tom formerly held a CFP® designation, but currently works with the company in areas related to client satisfaction and the continuous improvement of internal business operations. A gifted artist, Tom regularly displays his work in local art shows.

Joseph A. Fischetti
Chief Operating Officer

Joe has more than 13 years of experience as a registered representative at Delta Financial Advisors, Inc. Joe monitors compliance with SEC and state regulatory and registration systems, and holds his Series 6 and 65 securities registrations. Joe currently coordinates business operations and development, and manages the company's emergency preparedness systems. Joe also oversees the company’s internal operations, and coordinates the staff in providing excellent customer service.

Lauren Lehman, CFA
Director of Client Services

Lauren works closely with Beverly to identify appropriate financial strategies for Delta Financial Advisor, Inc.'s clients. Lauren’s experience with a start up corporation, an independent investment advisor, and a large brokerage firm gives her a broad knowledge of different investment types and structures, with first-hand experience in effectively meeting clients' needs. Lauren earned her MBA from Florida State University, holds Series 7 and 66 securities registrations, and is a CFA Charter holder.

Gina Mathias, BS
Client ServicesSpecialist

Gina works closely with Lauren to assist in implement financial strategies for Delta clients. After obtaining her BS in Natural Resources from Ohio State University, Gina worked with non-profits to coordinate environmental initiatives and taught environmental education. Gina began her career in financial services as a sales assistant for the Hartford Leaders, specializing in annuities. 

Jaime L. Hamer   
Office Manager

Jaime has over ten years of experience in providing excellent customer service, and has facilitated smooth office operations as the office manager for Delta Financial Advisors, Inc. since 2006. Jaime interfaces regularly with clients - particularly during tax season - and works closely with Beverly in coordinating her calendar and maintaining the office schedule. Jaime manages accounts payable and receivable,administers employee benefits, and conducts all human resources activities.