We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We can also answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
My focus and passion is to help our clients strive to get their financial house in perfect order. This is an awesome responsibility and I love the work of putting together, implementing, reviewing, and updating financial plans...
My passion is helping people, whether that’s in my professional or personal life. I enjoy partnering with clients helping them to be good stewards of money and get their financial house in perfect order...
For more than 40 years, I have enjoyed helping families get their financial house in perfect order. By taking a partnership approach, I can help clients through various stages of life and evolving financial goals. I spent the bulk of my...
Nothing gives me greater satisfaction than helping a client gain control of their finances. I have seen how reducing financial stress improves all aspects of life...
Director of Client Relations
I have a real passion for advocating for others and when I joined Black Diamond Planners in 2015, I happily found a place where I am part of a team that helps clients get their financial houses in perfect order...
Planning and Investment Associate
I joined Black Diamond Planners in early 2019 and am the lone New England Patriots fan. I enjoy utilizing my experience and passion to help our clients get their financial house in perfect order. My responsibilities include assisting...