Delvis joined our team in 2023 as a Paraplanning Assistant, where he assists advisors as they create comprehensive financial and investment planning, insurance planning, and estate planning. Before joining our team, Delvis graduated Cum Laude from Penn State with a B.S. in Finance. He is currently in the Chartered Financial Analyst (CFA®) program. Delvis enjoys spending time with family, dining at new restaurants, snowboarding during the winter months and playing soccer.