Meet Erika Espinoza, who is the newest addition to the Dallavalle Financial Team. She graduated from the University of Maryland, Baltimore County, with a Bachelor of Arts degree in Psychology. Erika has acquired financial licenses which help her manage data and create financial reports. She focuses on assisting clients’ requests and seeks to exceed their expectations. In addition, Erika supports our advisors with overseeing data, record keeping, account construction, and schedule management. Erika is native to Southern California, and now resides in Frederick with her family. In her spare time, she enjoys quality time with family and friends, reading, dancing, outdoor activities, and long walks on the beach.
Erika Espinoza, Office Administrator
John F. Dallavalle, CPA, CLU, ChFC
John F. Dallavalle is the founder of Dallavalle Financial with over 30 years of financial services experience.
John is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, and the Society of Financial Service Professionals.
John earned a Bachelor of Science degree from the University of Maryland. He has been a CPA since 1974, a Chartered Financial Consultant since 1986, and a Chartered Life Underwriter since 1995. He has provided tax and financial planning to clients since 1974. He owned Dallavalle & Co., P.A. from 1987 to 2015 before forming Dallavalle Financial.
John has been very active in his community serving as President of the Frederick Rescue Mission, The Frederick Rotary Club, and Big Brothers / Big Sisters of Frederick County. He has been the Treasurer of the Frederick Community Foundation, and a continuing member of the audit committee of the Frederick Memorial Hospital. He has been a member of the Frederick Rotary for over 26 years and a member of the Estate Planning Council of Frederick.
John’s hobbies include golfing and biking. He enjoys spending time with his three granddaughters and traveling with his wife.
Eric J Dallavalle
Eric earned a Bachelor of Science (Accounting) degree from Mount Saint Mary’s University and a Master of Accounting from University of Phoenix. Eric has provided financial and tax planning services to clients since 2003.
Eric is a member of the Rotary Club of Carroll Creek and Rotary District 7620 Finance Committee. He is currently serving as Treasurer for the Rotary Club of Carroll Creek. He is the past president of Rebuilding Together of Frederick, Maryland. He has served on the Professional Advisors Council of The Frederick Community Foundation, and the Executive Committee of RISE.
Eric is a member of the Maryland Society of Accountants and Tax Preparers (MSATP).
He and Angie live with their three daughters and one dog in Thurmont, Maryland. In his free time, he enjoys spending time with his family, doing work around his house and playing golf.
Daniel J Swain, CFP®
Director of Planning
Daniel Swain has served as the Director of Planning for Dallavalle Financial since 2016. He grew up in the Czech Republic in Central Europe and moved back to the United States in 2009. Prior to joining Dallavalle Financial, Daniel worked in retail banking at First Merchants Bank in Fishers, Indiana and then for a time with Edward Jones in Richmond, Virginia where he gained his investment experience. Daniel was awarded his CFP® designation in 2018.
Daniel earned a Bachelor of Arts degree in history from Taylor University in Upland, Indiana. In his spare time, Daniel enjoys travelling, hiking, reading, fishing and participating in team sports. He resides with his wife in Leesburg, Virginia.