Rick Diamond, AIF
Principal, Wealth & Retirement Specialist
Rick Diamond was born with an entrepreneurial mindset.
Amy Mayka offering a rich mix of business development and strategic management for today’s entrepreneurs.
Retirement Planning Specialist
Dan Murphy has recently joined The ROI Group, which he believes embodies his core beliefs; as a strategic partner that empowers families to understand and realize their financial goals.
Partner, Risk & Licensed Medicare Specialist
From a very young age, Sarah Thim was a leader, a coach, and everyone’s go-to-girl.
Business Advisory Team Member
Joe Platyan cut his teeth in the financial services world advising individuals and families. He soon found that his true calling was working with business owners.