Team

Shannon Lin is the Program Consultant for The Diamond Group Wealth Advisors, responsible for business development and program management. She is motivated to create ways to increase client efficiencies in all of our engagements and...

Kelley Sastokas is the Manager of Client Experience and Marketing at The Diamond Group Wealth Advisors, delivering concierge service to our esteemed clients and colleagues. She is responsible for creating and executing marketing plans...

Charisse Stratford is a Program Consultant for The Diamond Group Wealth Advisors. Her years of experience in both Fortune 500 and private equity firms, brings a wealth of knowledge to our team. With a professional focus on accounting...