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Welcome to the Diamond Group Wealth Advisors Team

Diamond Group Wealth Advisors

Marilyn Suey

Marilyn Suey, Founder and CEO, The Diamond Group Wealth Advisors

CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor, Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor®

Dylan Gois

Dylan Gois

Registered Client Service Manager - Private Client & Investments

Ethan Mirador

Ethan Mirador

Client Services Assistant

Chloe Diamond

Chloe Diamond

Branch Operations Assistant

Miriam Del Rosario

Miriam Del Rosario

Marketing Manager

Additional Support

At The Diamond Group Wealth Advisors, we utilize the expertise and resources of Mariner’s portfolio consulting team to build custom portfolios tailored to the unique financial objectives of our clients. By leveraging the thought leadership and diverse resources of this experienced team, we enhance our portfolio construction and investment selection process. This collaboration allows us to focus more on what matters most — serving you, our valued clients.

Portfolio Management & Consulting

Jeremy Olen, CFA®

Jeremy Olen, CFA®

National Managing Director, Mariner

Tim Baumert

Tim Baumert

Managing Consultant, Independent Portfolio Management and Consulting, Mariner

Chris McLeod, AIF®

Chris McLeod, AIF®

Senior Consultant, Independent Portfolio Management and Consulting, Mariner

John Lischer, CAIA, CIMA®

John Lischer, CAIA, CIMA®

Senior Consultant, Independent Portfolio Management and Consulting , Mariner

The Mariner associates listed are not employees of The Diamond Group Wealth Advisors or LPL Financial. For more information visit: marineradvisornetwork.com

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