Rick Diamond, AIF

Principal, Wealth & Retirement Specialist

Rick Diamond was born with an entrepreneurial mindset.

Amy Mayka

Partner

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

Dan Murphy

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.

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.

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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