Team Our Specialized Team Marilyn Suey Founder, CFP® 925-219-0080 925-219-0078 firstname.lastname@example.org 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... Read more Shannon Lin Program Consultant 925-219-0080 925-219-0078 email@example.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... Read more Kelley Sastokas Manager of Client Experience and Marketing 925-219-0080 925-219-0078 firstname.lastname@example.org 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... Read more Louise Lucero Client Services Administrator 925-219-0080 925-219-0078 Louise.Lucero@diamondgroupwealthadvisors.com Louise is the Client Services and Account Manager for The Diamond Group Wealth Advisors. She has over 12 years of experience serving business owners and entrepreneurs. As a key part of the client services team, Louise works to deliver... Read more Have a Question? Name Email Question Thank you! Oops!