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...

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...