Membership Roster

David J. Novick is the Director of Financial Planning with Calle Financial Network, LLC. Mr. Novick has enjoyed and financial planning career that began in 1995. David believes in client-centered comprehensive financial planning and asset management. David has worked in numerous roles in the financial services industry over the years including: financial planning, compliance, management, operations and training, training. These roles helped David hone his analytical skills, investment expertise, product knowledge and keep abreast of industry changes.

He earned his Certified Life Underwriter in 2009 and Chartered Financial Consultant designations in 2001 from The American College. He was conferred by the Certified Financial Planner Board of Standards, completing all the requirements to use the Certified Financial Planner™ mark in 1999. David is Series 7, 24, 63 and 65 licensed with FINRA.

After graduating with a B.S. degree in Economics from the University of North Carolina, David earned his Masters of Business Administration in Finance from Rider University.

David teaches in the CFP® program at New York University, and is also a member of the Bucks County Estate Planning Council, and the Financial Planning Association. David also serves on the executive board of the Shir Ami Men’s club and is involved in other civic and charitable endeavors.

He grew up in the Philadelphia area and currently resides in Newtown, PA with his wife, Nicole and daughter Eva Simone.

You can reach David via e-mail at david.novick@callefinancial.com.

ASSISTANT VICE PRESIDENT / REGIONAL MANAGER / LENDING OFFICER

Joseph’s love of community banking brought him to The First National Bank in 2005. With 12 years of financial lending experience, he specializes in home equity loans and lines of credit and commercial loans and lines of credit. Joseph loves helping customers achieve their goals. From business owners to individuals, he will work hard to find the right financing solution for their needs.   Joseph strives to create a smooth process and encourages his customers to ask questions along the way.  Joseph graduated from the Pennsylvania Bankers Association School of Banking at Penn State. Active in the community, he serves as Treasurer for the Newtown Rotary Club.

NMLS# 421928

Location:

Solebury Branch
408 Lower York Rd
New Hope PA 18938

Jacki Pitkow has been with the national food company, Tastefully Simple for over 15 years and is currently a Gold Leader

She provides easy-to-prepare recipes, pairing the flavors Tastefully Simple has to offer with your fresh ingredients. Perfect for the busy family, or anyone who enjoys preparing a delicious yet simple meal.

Tastefully Simple is also known for easy-to-prepare dips, appetizers and desserts and bread which take only 2 ingredients or less to prepare.
As a business owner, she offers assistance with as well as fulfilling many of your gift-giving needs.

Highlight of Accomplishments:
August 2021 – Awarded “Spirit of Tastefully Simple”
Jan 2016 – Earned an exclusive trip to HQ for the Summer Product Premier
July 2015 – Earned Gold Leaf Executive Club (Los Cabos)
July 2014 – Earned Gold Leaf Executive Club (Puerto Rico)
Aug 2014 – Awarded Top National Sponsor
Nationally recognized for Top 10 Sales, sponsoring and top partier!
*Has presented and trained others in direct sales, on numerous occasions for using social media in business.
Associates in Hotel Restaurant Management, Mercer County Community College

With over a dozen years experience in natural health, Pat  received her Master Herbalist Certification from the School of Natural Healing, in Utah.  She enjoys guiding and  educating clients in how to take control of their health and improve their well being. Her clients range in age from 7 to 97. The process includes setting up a personalized nutritional plan, utilizing supplementation, herbal supports, and essential oils as needed to aid the body in resuming a healthy balance, and attaining the energy they need to reach their goals.

Additionally, Pat has been trained as a Birth Doula, utilizes a wide variety of comfort measures and applies her experience as an herbalist to set up pre and postnatal nutritional plans to support the health of the mother and baby.