The Macro Advisors Team

Macro-Staff-Photo-financial-advisors-york-pa

Seated: Jay Desai. Standing, l to r: Dipal Patel, Herman Dodson, and Darshana Desai.

 

Jay Desai, CFP®

Certified Financial Planner™ Practitioner

Macro Advisors founder and CEO Jay Desai has been assisting clients from all walks of life in reaching their most important financial goals for over 25 years. Jay is designated as a Certified Financial Planner™.

Jay is very passionate about motivating and teaching financial concepts to the clients he works with. His passion for teaching, his real-life experience, education, and dedication to enrich the lives of others has provided him with the necessary experience to guide families and individuals to reach their desired financial goals.

Herman Dodson,
CLU, ChFC

Financial Consultant

Herman Dodson has been in the Financial Services industry for over 30 years. Among his many credentials, he is most proud of achieving the designation of Chartered Financial Consultant (ChFC) through the American College. He is a Penn State graduate and is very passionate about serving the needs of others. He has four superstar children, three grandchildren, and a wonderfully supportive wife, Diane. He lives in Hershey, PA. and maintains office in Hazleton. He has been a member of Macro Advisors team since 2006.

Mikesh Desai

Financial Consultant

Mikesh Desai is a 2014 graduate of Penn State’s Smeal College of Business and has been working at Macro Advisors since July, 2014. In addition to helping individuals and families with their financial planning needs, he also enjoys teaching tennis. In his spare time, he enjoys playing tennis, watching soccer, and spending time with friends and family.

Shannon Shupp, CFP®, ChFC

Certified Financial Planner™ Practitioner

Shannon Shupp has been providing families and business owners with assistance in building their financial wealth for more than 20 years. Her experience educating and motivating her clients toward their financial goals has lead to a “referral” based financial planning practice. Shannon is a Certified Financial Planner™ and her personal goal is to become a valuable lifetime resource for each and every client. She has a passion for cooking and enjoys any activity that involves her son, Russell.

Dylan Amin

Financial Consultant

Dylan Amin is a Financial Consultant at Macro Advisors, Inc. He is a 2015 graduate of Penn State’s Smeal College of Business and has been working in the financial services industry ever since. Dylan joined Macro Advisors in September, 2017 and is excited to be in a role in which he can focus on helping families and individuals meet their financial goals. In his free time, he enjoys playing golf and spending time with family. Dylan is a 21-year resident of Langhorne, PA.

Darshana Desai

Accounting

Darshana Desai is an office manager at Macro Advisors, Inc. She received her BA degree from Sardar Patel University, India. She enjoys cooking, exercising, and many other outdoor activities. The commitment and passion of helping others defines her character. Married with 4 children, she is resident of York County since 1985.

Dipal Patel

Office Manager

Dipal Patel is assistant office manager at Macro Advisors, Inc. Her extensive background in customer service, technology, and tax services allows her to fully serve the complete needs of our clients. The commitment and dedication of assisting others are her strong suits. Highly motivated, married with two beautiful daughters, she has been resident of York county for over 10 years.