Our Team of Experts

Ivory Johnson, CFP, ChFC Delancey Wealth Management, LLC
Ivory Johnson's unique ability to communicate intricate financial issues into easy-to-understand terms has served his clients well. With over two decades of helping families and small businesses create and protect wealth, he has seen the benefits of developing a financial game-plan. Mr. Johnson combines his extensive professional and academic experiences to diagnose an increasingly complicated world. He believes that if you can't explain it, you don't understand it, choosing the colloquial in favor of formal.

Mr. Johnson is a member of the CNBC Financial Advisor Council, made up of 20 high-level financial professionals, appearing as a financial planning guest on various broadcast shows and regularly contributing articles to CNBC.com. He has been quoted in several publications, including US News & World Report, The Journal of Financial Planning, Black Enterprise, The New York Times, The Washington Post and Investment News. Mr. Johnson has been featured on the front cover of Financial Planning Magazine and has authored articles for Ebony Magazine.

In his spare time, Ivory enjoys playing golf, riding bikes, reading good books and listening to open mic poetry. As an avid Penn State football fan, he has been known to frequent Beaver Stadium during the fall. He is also the father of a junior at Morehouse College studying economics with a minor in math.

Rosemarie Toole
Independent Financial Partners (IFP)
Virtual Administrative Assistant

Rosemarie is our dedicated Virtual Administrative assistant through Independent Financial Partners (IFP). Her responsibilities include administrative support, assisting representatives and their clients with opening accounts, and client relations. Rosemarie holds a bachelor’s degree in English and Criminology from Florida State University. She is currently working on her Series 7 securities registration.

Aaron Gillman, CFP, CFA
Independent Financial Partners (IFP)
Chief Investment Officer (CIO)
Aaron is the Chief Investment Officer (CIO) for Independent Financial Partners, and has been with the firm since 2011. In his role, Aaron provides financial advisors and clients extensive analytical research, due diligence for all investment types along with portfolio construction strategies and recommendations. Aaron earned his bachelor’s degree in Finance from the University of Florida. Aaron holds the prestigious Chartered Financial Analyst (CFA) designation through the CFA Institute.

Our Process

It’s easy to veer off track, overemphasizing one objective at the expense of something else that’s far more important. That’s why you need a process to incorporate your goals, priorities and available resources. We have the available tools and up to date technology that help you plan for the things that ultimately improve your overall quality of life.

CNBC Interviews