Broker Check

Welcome to the Diamond Group Wealth Advisors Team

Diamond Group Wealth Advisors

Marilyn Suey, MBA,  CERTIFIED FINANCIAL PLANNER™ , AIF®

925-219-0080

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...

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Ora Citron, MBA

Financial Consultant

925-301-4084

ora.citron@diamondgroupwealthadvisors.com

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...

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Dylan Gois

Client Services Manager

925-219-0080

dylan.gois@diamondgroupwealthadvisors.com

Dylan collaborates with our clients and our team members 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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Miriam Del Rosario

Business Development

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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Shannon Lin

Program Consultant - Operations

shannon.lin@diamondgroupwealthadvisors.com

Shannon is responsible for Operations at The Diamond Group Wealth Advisors. She has expertise in Organizational Management, Change Management, Strategic Planning and Business Analytics, Process Improvement, Management of...

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The Financial Services Network

Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer

As an owner and Managing Partner of The Financial Services 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 Financial Services 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 Financial Services 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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