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...
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...
Client Services Manager
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...
Miriam is motivated to create ways to increase client efficiencies in all of our engagements and thoroughly enjoys the work of process improvement.
Program Consultant - Operations
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...
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.
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
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.