Rick Diamond, AIF

Principal, Wealth & Retirement Specialist

Rick Diamond was born with an entrepreneurial mindset.

Sarah Thim

Partner, Risk & Licensed Medicare Specialist

From a very young age, Sarah Thim was a leader, a coach, and everyone’s go-to-girl.

Amy Mayka


Amy Mayka offering a rich mix of business development and strategic management for today’s entrepreneurs.

Joseph Platyan

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.


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