Broker Check

Welcome to the Diamond Group Wealth Advisors Team

Diamond Group Wealth Advisors

Marilyn Suey, CERTIFIED FINANCIAL PLANNER™

Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor®

925-219-0080

marilyn.suey@diamondgroupwealthadvisors.com

Marilyn is the Founder and CEO of The Diamond Group Wealth Advisors and is a nationally recognized Financial Educator, Author, Speaker and Wealth Manager who you may have seen in NBC, ABC, CBS and FOX network affiliates and Yahoo News,...
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Dylan Gois

Client Services Manager - Private Client & Investments

925-219-0080

dylan.gois@diamondgroupwealthadvisors.com

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...

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Milad Naji

Client Services Manager - Group Benefits, Life & Health Insurance

925-219-0080

milad.naji@diamondgroupwealthadvisors.com

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...

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Miriam Del Rosario

Marketing Manager

925-219-0080

miriam.delrosario@diamondgroupwealthadvisors.com

Miriam is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.

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Chloe Diamond

Branch Operations Assistant

925-219-0080

Chloe.Diamond@diamondgroupwealthadvisors.com

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...

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Mariner Advisor Network

Jeremy Olen, CFA®

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.

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Tim Baumert

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

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Chris McLeod, AIF®

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...

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CHRISTOPHER F. MERCADO MBA, CFP® , CIMA® , AIFA®

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.

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