Team
Our Specialized Team
Marilyn Suey, MBA, Certified Financial Planner®, AIFTM, PPCTM
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
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...
Charisse Stratford
Finance
charisse.stratford@diamondgroupwealthadvisors.com
Charisse Stratford collaborates with our clients and team members to provide the best service experience possible. She ensures that our clients Financial House and their Prosperity Blueprint™ supports their journey to financial...
Shelby Thompson
Marketing
shelby.thompson@diamondgroupwealthadvisors.com
Shelby is implementing strategies to expand the Diamond Group Wealth Advisors branding, messaging, content and product development. She has held key marketing positions driving corporate messaging, collateral development and event...
Portfolio Consulting Team
Christopher F. Mercado, MBA, AIF, CFP®, CIMA®
Managing Partner and Chief Investment Strategist
Jeremy Olen, CFA
Managing Partner and Chief Investment Officer
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment...
Alex Duran
Portfolio Administrator