Diamond Group Wealth Advisors
Marilyn Suey is a nationally recognized Financial Educator, Author, Speaker, and Wealth Manager. She has a deep passion for supporting her clients who are business owners, executives and health care professionals to build their...
My lifelong aspiration is to make a difference in our community. I came to financial planning after a lengthy career working for major corporations as a management consultant, strategic planner and product management professional. A...
Miriam is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.
Client Services Associate
The Financial Services Network
Managing Partner & Chief Investment Officer
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting The Diamond Group Wealth Advisors.
Vice President, Portfolio Consulting
In his role as Vice President of The Financial Services Network’s Portfolio Consulting team, Hao offers trade and investment support for The Diamond Group Wealth Advisors.
Lead Portfolio Administrator
In his role as Lead Portfolio Administrator on The Financial Services Network’s Portfolio Consulting team, Alex offers trading and investment support for The Diamond Group Wealth Advisors. As a key administrative resource,
Managing Partner and Chief Investment Strategist
As an owner and Managing Partner of The Financial Services Network, Christopher brings executive leadership to business development initiatives for The Network and its affiliated partners focused growth. He also serves as Chief...