Broker Check

Team

Our Specialized Team 

 

Marilyn Suey

Founder, CFP®

925-219-0080

925-219-0078

marilyn.suey@diamondgroupwealthadvisors.com

Marilyn Suey, MBA, CFP®, AIF™, PPC™ is a nationally recognized Financial Educator, Author, Speaker, and Wealth Manager. She has a deep passion for supporting her clients who are business owners, entrepreneurs and...
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Shannon Lin

Program Consultant

925-219-0080

925-219-0078

shannon.lin@diamondgroupwealthadvisors.com

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...

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Kelley Sastokas

Manager of Client Experience and Marketing

925-219-0080

925-219-0078

kelley.sastokas@diamondgroupwealthadvisors.com

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...

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