Rick Diamond, AIF

Principal, Wealth & Retirement Specialist

Rick Diamond was born with an entrepreneurial mindset.

Amy Mayka


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

Phil Evans


Phil Evans offers a variety of comprehensive financial services and strategies.

Randall Naftal

Group and Voluntary Benefits Specialist

Randall Naftal offering true benefit guidance for companies and their employees.

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

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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