Welcome to the Diamond Group Wealth Advisors Team
Diamond Group Wealth Advisors
Marilyn Suey, MBA, Certified Financial Planner®, AIFTM
marilyn.suey@diamondgroupwealthadvisors.com
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...
Ora Citron, MBA
Financial Consultant
ora.citron@diamondgroupwealthadvisors.com
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 Del Rosario
Business Development
miriam.delrosario@diamondgroupwealthadvisors.com
Miriam is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.
Dylan Gois
Client Services Associate
dylan.gois@diamondgroupwealthadvisors.com
Rachael Curtis
Branch Office Administrator
rachael.curtis@diamondgroupwealthadvisors.com
The Financial Services Network
Jeremy Olen, CFA®
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.
Hao Dang, AIF®
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.
Chris McLeod, AIF®
Assistant Vice President, Trading Operations Administrator
CHRISTOPHER F. MERCADO MBA, CFP® , CIMA® , AIFA®
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...