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We pledge to meet with our clients on a regular basis to review their position, answer questions, make suggestions and assist in making necessary adjustments. No financial portfolio is too large or too small. All of our clients will be treated with equal importance and will receive 100% of our undivided attention. Most importantly, DiPasquale Financial will always be just a phone call away.
Bernie DiPasquale
President
Bernie has been in the financial services industry for over 20 years. Prior to entering this industry, he spent 20 years in education owning, directing and providing financial guidance to private, post secondary career schools. Bernie made the transition from education to financial services in 1996 and has a Life & Health Insurance License.
Matt DiPasquale
Vice President
Matt DiPasquale graduated from Calvert Hall College High School. He attended The College of Charleston in South Carolina as well as Towson University, earning his Bachelor’s degree in Economics. He has been a licensed insurance agent since 2007 and handles the business-to-business side of DiPasquale Financial. Matt is responsible for the hiring and training of our agents, as well as business development in our five state area. Currently, we are the top region in the Aflac family of independent agents in Maryland.
Lindsay Matthews
Operations Manager
Lindsay Matthews received her bachelor’s degree from The Ohio State University in Columbus, Ohio in Consumer Sciences. Once returning home to Maryland after graduation, Lindsay decided to pursue a Masters degree at Towson University while also obtaining her Health & Life Insurance License. Lindsay coordinates the activities of our employees, acts as a liaison for department managers and corporate offices, as well as handles customer requests.