Our Qualifications
We have been working with individuals and businesses in the area for many years. Our first priority is understanding your financial goals and only then will we provide counsel in the management of your finances. We enjoy developing lasting relationships with all our clients and serving as their trusted family advisors.
Our advisors have extensive personal and professional experience. We are also licensed to sell investment and insurance products if it is determined that these products will effectively address your objectives. Below is a summary of our advisor's backgrounds:
Francis E. Shovlin, CPA has been a Member of G & C Financial Advisors, L.L.C. since January 1999 and an investment adviser representative of GCFA since May 2009. Mr. Shovlin is a Certified Public Accountant (CPA) licensed with the State of New Jersey. He was a Managing Director of Gramkow, Carnevale, Seifert & Co., LLC until 2021 and a Registered Representative of Royal Alliance Associates, Inc. since March 2002. He is now a partner with Grassi & Co. Accountants and Advisors. Mr. Shovlin graduated from Muhlenberg College with a BS degree in Business Administration and Accounting.
David A. Sharp, CLU® ChFC® is the President and Chief Compliance Officer of G & C Financial Advisors, L.L.C. He graduated from Fairleigh Dickinson University with a Bachelor of Science degree in 1981. He worked in the field of public accounting for two years as an auditor and tax professional. He earned his Masters in Business Administration from George Washington University in 1984, specializing in finance and investments. Mr. Sharp also has eight years of corporate experience, including eight years as treasurer and controller of national companies. This experience includes banking, corporate finance, investment and due diligence reviews for corporate acquisitions.
Mr. Sharp is an investment adviser representative and has been a registered representative for over 20 years with Royal Alliance Associates, Inc., an SEC registered investment adviser and a FINRA member broker dealer. Mr. Sharp received his Chartered Financial Consultant (ChFC®) designation in 2003 and his Chartered Life Underwriter (CLU®) designation in 2008.
Mr. Sharp's background contributes to his understanding of cash flow issues for small business owners and individual clients. He makes it his priority to effectively address the risks and financial challenges faced by his clients.