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 pursuing your life dreams.
Jamie Casper | Client Experience Manager
My Role:Provide our clients the support and clarity they need throughout the course of our time working together.
Here at Diener Money Management, we use a team approach where each member serves a purpose. If you need help finding an answer to your question, I am the person who can ease your concern.
You can expect me to check in from time to time to make sure everything is going well, both financially and personally. We value the relationships we build with each one of you, as we see you as part of our family. Always know, that everyone on our team has your best interest in mind, and we work hard every day, so you have one less thing to worry about.
Ryan Rickus | LPL Financial Planner
My Role:To build wealth plans for clients.
Previously I worked at Wealth CMT, where I was their Planning Analyst. I was also the primary for providing client account performance reviews and any analysis support, and the secondary on trade rebalancing, trading support, and operations support.
I earned my undergraduate degree in Investment Finance from Salisbury University and my MBA with a Finance focus from Fairleigh Dickinson University. I look forward to helping our clients pursue financial success.
Lauren Fruchter | Onboarding Specialist
My Role: Assist new clients with onboarding and successfully transitioning them to Diener Money Management.
I bring several years of training and human resources experience in the restaurant industry where excellent service separates the best. My goal is to utilize all that I have learned in hospitality to make sure that every Diener Money Management client receives the service they deserve.
Christina Kulick | Bookkeeper
My Role: Manage internal financials and billing for Diener Money Management
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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