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.
Jamie Casper | Client Experience Manager
Ryan Rickus | Financial Planner
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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