Our Team

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.

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.

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.