Marilyn Suey, CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor®
Client Services Manager - Private Client & Investments
Dylan collaborates with our clients and our team members striving to provide a superb and positive experience when assisting in implementing client requests and financial plans. Dylan recently graduated Magna Cum Laude with a degree in...
Client Services Manager - Group Benefits, Life & Health Insurance
Milad is dedicated to our clients by delivering unparalleled value, excellent services, and providing a positive client experience. He is responsible for helping our clients with all aspects of their financial needs. Milad recently...
Miriam is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.
Branch Operations Assistant
Chloe's education and experience have equipped her with the necessary skills to excel in hercurrent role. Her ability to communicate effectively and her attention to detail allow her tomanage the office's daily operations with ease.She...
Managing Partner & Chief Investment Officer
As an owner and Managing Partner of The Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting The Diamond Group Wealth Advisors.
Vice President, Portfolio Consulting, Lead Portfolio Coordinator
Tim joined the Portfolio Consulting team as Vice President, Portfolio Consulting and Lead Portfolio Coordinator in 2021. He has nearly three decades of industry experience, including serving as an investment officer
Assistant Vice President, Trading Operations Administrator
In his role as Assistant Vice President, Trading Operations Administrator on The Mariner Advisor Network’s Portfolio Consulting team, Chris offers trading and investment support for Diamond Group Wealth Advisors. As a key...
Managing Partner and Chief Investment Strategist
As an owner and Managing Partner of The Mariner Advisor Network, Christopher is responsible for assisting The Diamond Group Wealth Advisors with Business Development initiatives focused on identifying growth opportunities and strategies.