David Markle

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

Joe Dancho is a Financial Consultant currently working at Fidelity Investments since 2023. He supports clients with overall financial and retirement planning, aiming to create personalized plans aligned with their financial goals. He has experience as an Investment Consultant at Fidelity Investments from 2022 to 2023, and previously served as a Retirement Education Counselor at Prudential Financial from 2015 to 2022. Prior to that, he held positions at T. Rowe Price including Senior Retirement and Investment Counselor from 2013 to 2015 and Retirement and Investment Counselor from 2011 to 2013. Joe's personal interests include family activities, football, and volunteering.

Erman Tasci is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. Since 2000, he has developed relationships with affluent families and high net worth individuals to help them achieve their long-term retirement and wealth management goals through a holistic, goal-based planning approach. Erman customizes financial plans to address the unique needs and objectives of each client, focusing on areas such as retirement income, portfolio management, tax minimization, college education planning, and liquidity management. Erman holds the Chartered Retirement Planning Counselor (CRPC) designation, as well as the Personal Investment Advisor (PIA) credential. He earned his bachelor’s degree in Finance with a minor in Economics from Pennsylvania State University. Erman grew up in Bethlehem and attended Bethlehem Catholic High School. Outside of his professional role, Erman enjoys biking, cooking, fishing, hiking, running marathons, swimming, yoga, traveling, and spending time with his wife Lori and their children. He emphasizes a collaborative planning philosophy aimed at creating personalized financial strategies to help clients pursue their goals.

Christopher O'Grady is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015 in various capacities and assumed his current role in 2023. He partners with individuals and families to create financial strategies aimed at avoiding common pitfalls before and throughout retirement. Prior to his tenure at Fidelity Investments, Christopher held positions as a Financial Advisor at Morgan Stanley and held senior roles in equity derivatives at NYC X-Change Financial Access LLC and Elevation LLC. He holds a California Insurance License.

Missy Lynn is an Investment Consultant who collaborates closely with clients to explore their financial goals and provide personalized advice. She focuses on understanding each client's unique situation, values, and objectives to develop tailored financial plans that align with their priorities. Missy has experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. She holds a California Insurance License. Outside of her professional work, Missy enjoys spending time at the beach, attending concerts, engaging in family activities, reading, and traveling.