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.
Group and Voluntary Benefits Specialist
Randall Naftal offering true benefit guidance for companies and their employees.
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.
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.