Broker Check

Team

Our Specialized Team 

 

Marilyn Suey

Founder, CFP®

925-219-0080

925-219-0078

[email protected]

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

[email protected]

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

[email protected]

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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Charisse Stratford

Program Consultant

925-219-0080

925-219-0078

[email protected]

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...

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