Diamond Financial Group | Your Trusted Financial Services Partner

Finally. Achieve
Financial Freedom Empowerment Independence Security Growth Success

Your One-Stop Destination for Trusted Financial Solutions
Comprehensive financial services for individuals, families, businesses, and employees.

YOU INVEST IN YOUR FUTURE. WE INVEST IN YOU.™

Diamond Financial Group - Your Partner in Success

Your One-Stop Concierge Financial Services Partner

We truly believe financial success is built on meaningful relationships, trusted guidance, and personalized solutions. Our mission is to empower individuals, families, and businesses with comprehensive financial services—all in one convenient location. As an independent firm, we are not tied to specific products or providers, allowing us to offer recommendations that align with your best interests. Whether you're building wealth, planning for retirement, or navigating life’s financial decisions, our focus is always on your goals, growth, and financial well-being, and we are here to support you.

You Will Always Come First

It is so important for us to support you in your different stages of life whether you are building your career, starting your family, launching your business, or planning your legacy. Our goal is to build a life-long relationship with you so that we can provide continuous support and guidance, helping you navigate important financial milestones at every stage in your life.

Young Professionals

We help young professionals lay a strong financial foundation, from budgeting and investments to future planning, setting them up for long-term success.

Seasoned Professionals

With years of experience behind you, we help refine your financial strategy, optimize investments, and secure long-term stability, ensuring your wealth continues to grow as your career evolves.

Small Families

We help Small families build a strong financial foundation, from budgeting and savings to future planning, ensuring stability and security for generations to come.

Large Families

Managing finances for a growing family requires careful planning. We provide tailored strategies to help you balance expenses, savings, and long-term wealth protection for your loved ones.

Pet Families

Your pets are family too! We help you plan for their care, from everyday expenses to long-term financial security, so you can provide them with the best life possible.

Pre-Retirees/Retirees

We help pre-retirees and retirees secure their financial future with personalized retirement planning, income strategies, and wealth preservation solutions. Enjoy peace of mind in your golden years.

Aspiring Entrepreneurs

We help aspiring entrepreneurs start strong and grow with confidence—simplifying business formation and financing, providing strategic financial planning, and managing risks, all while building a solid foundation for long-term success.

Business Owners

We assist business owners in managing their finances effectively, from optimizing cash flow to planning for growth and sustainability. Our expert strategies help ensure your business thrives.

Small Businesses

We provide tailored financial strategies to help small businesses manage cash flow, optimize growth, and build a strong foundation for long-term success.

Tailored Financial Solutions for Every Need

Retirement & Investment Planning

We provide customized strategies to help individuals, families, business owners, and their employees grow and protect wealth. Our approach centers on personalized retirement solutions that align with your goals, safeguard your financial well-being, and support your long-term financial security.

Life Insurance & Preneed Planning

Our tailored insurance and preneed solutions safeguard families, businesses, and their teams. We help you select the right life insurance products and plan ahead to ensure peace of mind for you and your loved ones.

Health Benefits & Preventative Plans

We offer comprehensive health benefits designed for individuals and families to support their health and well-being. Our preventative health plan focuses on businesses and employees, helping manage healthcare costs and promote a healthier workforce.

Medicare & Medicare Advantage

We offer Medicare and Medicare Advantage solutions designed to provide you with quality healthcare coverage, peace of mind, and ongoing support. We focus on preventive care, cost management, and personalized options to help you make the most of your healthcare benefits throughout retirement and beyond.

Tax Preparation & Accounting Services

Our tax preparation and accounting services make managing finances easier for individuals, families, and business owners. We help maximize returns, maintain compliance, and provide clear financial guidance. Our goal is to simplify the process so you can focus on what matters most.

Bookkeeping & Payroll Services

We offer accurate bookkeeping and payroll solutions tailored for individuals, families, business owners, businesses, and organizations. Whether managing personal finances, family offices, or business operations, our services keep your records organized and ensure timely, compliant payroll processing.

Mortgage & Business Loan Solutions

We offer flexible mortgage and loan options that support individuals, families, homebuyers, business owners, and their growth plans. Whether purchasing a home or expanding a business, we provide financing solutions that fit your needs.

Personal & Business Credit Card Offers

We connect individuals, families, business owners, and employees with credit card options tailored to maximize spending power and rewards. Our goal is to help you access offers that enhance your financial flexibility and benefits.

Business Formation & Notary Services

We provide guidance and services to help entrepreneurs launch and manage businesses effectively. Our notary services ensure your important documents are handled with trust and professionalism.

A Proven Approach to Financial Success

Our three-step approach delivers a clear, personalized path to financial success for individuals, families, business owners, businesses, and their employees. We assess your unique needs, develop tailored strategies, and provide ongoing guidance to help you stay on course.

01

Meeting You, Knowing You

We’re all about you. We can’t wait to get to know you. We want to understand your goals and tailor our services to fit your financial journey. We craft strategies that reflect your unique financial dreams, putting you at the center of everything we do. With our experience and dedication, we aim to make your experience with us as smooth and rewarding as possible. Our approach is straightforward—build a long-term relationship to help you succeed.

02

Your Goals, Your Dreams

Your financial dreams matter. You have the vision and we have the expertise to help you achieve it. We focus on creating a customized plan that aligns perfectly with your goals and dreams. We work closely with you to define your financial objectives, whether it’s planning for retirement, building wealth, or preserving your legacy. Our approach is straightforward—create effective solutions designed specifically for you.

03

Your Plan, Your Way

We’re committed to doing things your way. By understanding your financial needs and goals, we can collaborate to craft a plan that fits your unique lifestyle. We value your input, combining it with our expertise and ongoing support to create a strategy that’s just right for you. Life happens and our transparent approach ensures you can easily review and modify your plan, keeping you on the path to a successful financial future. Our approach is straightforward—support you every step of the way.

Supporting Businesses Across Multiple Industries.

We deliver tailored solutions for diverse industries—and while we’re highlighting only a few here, our support extends far beyond this list and continues to grow.

Expanding Possibilities By Elevating Services.

Our strategic partners enable us to expand and enhance the services we provide to our clients. Selected for their excellence, expertise, and integrity, they strengthen our dedication to your success.

Meet the Experts Behind Your Success

Our team of dedicated financial professionals brings expertise, experience, and a client-first approach to help you navigate your financial journey with confidence.

I can do all things through Christ who strengthens me.

Philippians 4:13, NKJV

Rowena Killens

CEO Founder

I believe in the One who can do what the world says can't be done.

Tasha Layton

Donald Reyes

Executive Director

Trust in the Lord with all your heart and lean not on your own understanding.

Proverbs 3:5, NIV

Marina Torres

Operations Manager

Helping one person might not change the whole world, but it could change the world for one person.

Melinda Gates

Junel Ceralde

Executive Assistant

Great things are done by a series of small things brought together.

Vincent Van Gogh

Ruth Killens

Office Administrator

Be the change you wish to see in the world.

Mahatma Gandhi

Faith Balaban

Talent Engagement Director

Do not fear, for I am with you…I will strengthen and uphold you...

Isaiah 41:10, NIV

Alexandra Forero

Brand Marketing Manager

It always seems impossible until it's done.

Nelson Mandela

Mahamudul Jony

Senior Web Developer

The future belongs to those who believe in the beauty of their dreams.

Eleanor Roosevelt

Cynthia Satterlee

Client Relationship Manager

Do everything in love.

1 Corinthians 16:14, NIV

Yleanna Alcantara

Senior Payroll Specialist

Energy and persistence conquer all things.

Benjamin Franklin

Dean El Baghdadi

IRS Enrolled Agent

A dream doesn't become reality through magic; it takes sweat, determination, and hard work.

Colin Powell

Betty Fu

IRS Enrolled Agent

In all your ways acknowledge Him, and He will direct your paths.

Proverbs 3:6, NKJV

La Verne Epperson

Notary Public

Setting goals is the first step in turning the invisible into the visible.

Tony Robbins

Veronica Tapia

Notary Public

Building Trust Through Respected Affiliations

Clients Are Talking About Us

Hear from the people who have trusted us with their financial future. Our clients’ stories are a testament to the care, guidance, and tailored solutions we provide. Their trust means everything to us, and it drives our commitment to delivering exceptional service and meaningful results every day.

“AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST.”

— Benjamin Franklin

What Our Clients Say

Hear from those who have trusted us with their financial future. Our clients’ success stories reflect our commitment to personalized strategies, expert guidance, and lasting results.

Betty is an absolute gem when it comes to taxes! Betty is incredibly knowledgeable and makes the entire tax process feel easy and stress-free. She’s patient, attentive, and takes the time to explain everything clearly, ensuring nothing is ever overlooked. Her kindness and personal touch truly make you feel valued and cared for—not just like another client. Everything was done virtually, and the process was so easy and convenient from start to finish. I’m truly grateful for her expertise and will definitely be getting my taxes done with her again next year. I highly recommend her to anyone looking for a trustworthy, detail-oriented, and compassionate tax professional.

I’m so grateful for the help I received from Rowena, and I can’t thank her enough for her support throughout the process! Rowena answered all of my questions and helped me understand everything. I felt really comfortable with everything and that made me feel more confident with making the right choices.

I felt a burden lifted from my shoulders knowing that I had life insurance for my family. I absolutely recommend Diamond Financial Group and will be getting my taxes done with them too!

I’m a young mom with a busy family and I wanted to learn more about retirement and the future, but I didn’t know where to start. Working with Rowena and everyone at Diamond Financial Group has been so helpful. They made everything simple and easy for us to understand.

I appreciate how Rowena took the time to answer our questions and listen to what we wanted, helping us create a plan for our family. I feel like I don’t have to worry about all of this anymore because we have something now. I really like the fact that we can get our taxes done too. It’s really convenient and saves us time so I can focus on my family and being a mom.

We have been working with Rowena for over 8 years now and we are extremely excited to be working with her at the new Diamond Financial Group. Whether it’s for retirement, investments, insurance, or tax preparation you can’t go wrong.

She is an amazing financial professional and an incredible human being. You truly feel like she has your back from start to finish and every single time after that. She is professional, courteous, knowledgeable, and respectful, but most importantly, you always feel like you are well taken care of.

The
Diamond
Promise

Every question is important. We promise to be the partner you can always count on—reliable, supportive, and committed to your success. We are here whenever you need us, every step of the way. Start today!

Contact Us

Join Our Team

At Diamond Financial Group, we are more than just a firm — we are a team dedicated to empowering our community. Whether you are an experienced professional or new to the industry, we welcome passionate individuals who share our commitment to helping others. If you are ready to make a difference and grow with us, explore opportunities on the Diamond team.