Broker Check

Team


Our Specialized Team


Marilyn Suey, MBA, Certified Financial Planner®, AIFTM, PPCTM

925-219-0080

[email protected]

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...

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Ora Citron, MBA

Financial Consultant

925-301-4084

[email protected]

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...

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Shannon Lin

Operations

925-219-0080

[email protected]

Shannon is responsible for Operations at The Diamond Group Wealth Advisors. She is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement. Shannon has...

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Charisse Stratford

Finance

925-219-0080

[email protected]

Charisse Stratford collaborates with our clients and team members to provide the best service experience possible. She ensures that our clients Financial House and their Prosperity Blueprint™ supports their journey to financial...

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Kelley Sastokas

Insurance

925-219-0080

[email protected]

Kelley Sastokas enjoys delivering concierge level service for our clients. She is a specialist in life, disability and long-term care insurance. She provides our clients with solutions that complete their Prosperity Blueprint™...

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Shelby Thompson

Marketing

925-219-0080

[email protected]

Shelby is implementing strategies to expand the Diamond Group Wealth Advisors branding, messaging, content and product development. She has held key marketing positions driving corporate messaging, collateral development and event...

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Portfolio Consulting Team

Christopher F. Mercado, MBA, AIF, CFP®, CIMA®

Managing Partner and Chief Investment Strategist

650-445-0460

[email protected]

As an owner and Managing Partner of The Financial Services Network, Christopher is responsible for leading the Business Development initiatives within the organization, which includes the recruitment of new advisors, offices and...
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Jeremy Olen, CFA

Managing Partner and Chief Investment Officer

650-445-0475

[email protected]

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment...

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Hao Dang

Senior Portfolio Administrator

650-513-0650

[email protected]

Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Senior Portfolio Administrator, he offers trade and investment support for Network advisors, which includes...
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Alex Duran

Portfolio Administrator

650-445-0472

[email protected]

Alex is a member of the Portfolio Consulting Team responsible for day-to-day trading activity such as rebalancing, cash management, and model management. Additionally, he will assist in providing investment research for investments and...
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