About Our Team

Seth J. Diener | Client Portfolio Manager & Team Lead

My Role: Design World Class Investment portfolios for our clients.

With close to 20 years of investment knowledge and experience, my strength has always been in economic strategies. Through daily research and innovative thinking, I will provide you with top notch investment approaches. With my lead, my team will partner with you to ensure your financial stability and security, allowing you to work towards realizing your life dreams.

Kurt W. Kushner, CFP | Certified Financial Planner

My Role: Provide time tested Financial Planning for our clients’ present and future.

After 25 years as a Financial Planner, and more than a decade of leading a team of financial advisors for a Fortune 100 company, I have joined the Diener Money Management team to assist you with your financial and estate planning concerns. After being a colleague of Seth Diener for several years, I am excited to now collaborate with him as your Certified Financial Planner to harmonize your financial plan with your investment strategy. I will work with you to create proactive, goals based, financial plans.

Brent J. Spinieo | Director of Operations

My Role: Oversight of daily operations and client onboarding processes.

With over 25 years of experience assisting clients, I serve as the primary point person at Diener Money Management for our day to day operations. I focus on assisting Seth with the management of our client’s accounts, the onboarding of new clients and everything in between required to keep us running smoothly. It’s my aim to ensure that your experience with DMM starts off fantastic and continues that way long into the future.

Kristin Endrick | Client Solutions Specialist

My Role: Support our clients in pursuing their individual financial goals.

With over 20 years of service experience, a “client first” focus has always been my driving motivation. I will embrace my relationship with you with care, kindness and with utmost priority. As your Relations Specialist on the team, my hope is to ensure that our experience together will feel like family.

Lisa Fee | Client Strategy Manager

My Role: Support our clients in pursuing the right strategy to fit their needs.

I live by a very simple but powerful rule: always give people more than what they expect to get.  This is my promise to you if you choose to work with us. I believe in what we do and I take pride in the personal relationship and support we provide our clients.  You are much more than just a client to us – you are a part of our family. My job is to support you in exceeding the financial goals you have mapped out with Seth Diener.  We recognize that your life is busy enough.  I would like you to think of me as the “health and well being coach” to your financial plan.

Please understand that Lisa is not securities licensed and does not provide any securities or financial planning advice.

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