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:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We can also answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
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.
John Duckworth, CFP®
Principal
My focus and passion is to help our clients strive to get their financial house in perfect order. In fact, we have created HIPO™ Wealth Management, our systematic process to help us work towards this ideal....
Brandy Harrington, CFP®
Principal
Passionate about helping people achieve their financial goals, I am dedicated to guiding both clients and my community with integrity and care. Whether in my professional or personal life, I believe in partnering with others...
Joel Riley, CFP®
Principal
There’s nothing more rewarding to me than seeing the relief and confidence that comes when a client takes control of their finances. I’ve witnessed how reducing financial stress can improve every aspect of life...
Jeanne Thomas
Director of Client Relations
At Black Diamond Planners, my role as Director of Client Relations is centered around one core mission: ensuring every client feels supported, understood, and empowered on their financial journey...
Maggie Shields
Client Service Associate
With a deep passion for helping others, I find great joy in delivering thoughtful client support and contributing meaningfully to our team at Black Diamond Planners. In my role as Client Service Associate...
Liubov Smith, FPQP®
Paraplanner
I first connected with Brandy Harrington through an undergraduate scholarship I received from the Zonta Club of St. Charles, Geneva, Batavia. That relationship led to an opportunity to join Black Diamond Planners...
Tuxan Blumenauer, FPQP®
Paraplanner
Throughout my career, one theme has remained constant: a deep commitment to helping others find clarity, confidence, and a sense of direction...