Welcome to the Diamond Group Wealth Advisors Team
Diamond Group Wealth Advisors
Marilyn Suey, MBA, CERTIFIED FINANCIAL PLANNER™ , AIF®
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...
Dylan Gois
Client Services Manager
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...
Jeanette Hokulani (Hoku) Chunn
Office Manager
hokulani.chunn@diamondgroupwealthadvisors.com
Hokulani (Hoku) joins DGWA as our Office Manager. She brings with her over 20 years of experience in the Venture Capital and Investment Banking industries. Hoku began her career in marketing and event planning, steering her to lead...
Miriam Del Rosario
Project Manager - Business Development
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.
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...
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.
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
Chris McLeod, AIF®
Assistant Vice President, Trading Operations Administrator
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.