Dedicated Team Always Beside You
Meet the sparkle behind Diamond Financial Group—passionate professionals devoted to supporting you with kindness, dedication, and heart.
Achieve Financial Success with Diamond Financial Group
At Diamond Financial Group, strong relationships are at the heart of everything we do. As an independent concierge financial services firm, we are dedicated to your long-term success and to guiding you toward the financial future you envision. With personalized strategies, genuine care, and unwavering integrity, we support you at every step. Your goals are our priority, and we are here to help you achieve them with confidence. We look forward to working with you.
Meet Our Expert Team Members
Rowena is an entrepreneur with 25 years of experience across multiple industries. She founded Diamond Financial Group one client at a time, fueled by a deep passion for providing solutions, delivering exceptional service, and making a positive impact in the community.
Rowena Killens
Don brings over 30 years of experience across multiple industries, dedicated to helping clients protect their wealth. His expertise in retirement and insurance strategies ensures clients have the right solutions for a secure and thriving retirement.
Donald Reyes
Marina brings her warmth, exceptional organizational skills, and outstanding customer service to our clients and our team. She is always ready to support others, helping maintain an efficient, welcoming, and productive environment for our office.
Marina Torres
Junel brings 20 years of experience in both customer service and administration. Her strong work ethic and dedication have shaped her career, and her professional approach fosters a supportive and collaborative experience for our clients and our team.
Junel Ceralde
With over 40 years of experience in administrative and clerical work, Ruth brings reliability, organization, and warmth to everything she does. Her deep knowledge and steady presence help keep things running smoothly while creating a welcoming and supportive environment for both clients and team members.
Ruth Killens
With over 20 years of experience, Faith has developed a deep expertise in recruiting, managing, and mentoring talented individuals. Building strong teams has been a cornerstone of her career, driving organizational growth through strategic hiring and leadership.
Faith Balaban
Alex brings a passion for media and marketing, helping our team elevate our brand and reach new audiences. Her creativity and dedication drive impactful marketing strategies, ensuring our message resonates and makes a lasting impression in the world.
Alexandra Forero
Jony is a senior web developer with extensive experience in designing and building dynamic, user-friendly websites. As the lead developer behind Diamond Financial Group’s website, he combines technical expertise with creative problem-solving to deliver an engaging online experience that reflects our mission and values.
Mahamudul Jony
Cynthia brings over 20 years of experience across multiple industries, with a passion for helping clients. Her expertise in client support and data entry ensures accuracy, efficiency, anda positive experience for both our team and the clients she serves.
Cynthia Satterlee
Deneen has over 20 years of experience in accounting and bookkeeping. Known for her attention to detail and strong communication skills, she turns financial data into actionable value. Her mission is to provide trust, clarity, and a personal touch that helps clients prosper and achieve measurable progress.
Deneen Gayles
Jenn is a 20-year seasoned accountant with a passion for bookkeeping, offering clear guidance, hands-on training, and total transparency. She helps business owners make sense of their finances, stay compliant, and build confidence in their numbers — so they can focus on what they do best.
Jenn de Alba
With over 10 years of experience, Yleanna is a dedicated payroll professional known for her exceptional customer service. Her commitment to accuracy and efficiency ensures smooth internal operations and reliable support for our amazing team.
Yleanna Alcantara
With over 30 years of experience in the accounting and tax industry, Dean is dedicated to helping clients with tax planning and preparation needs. He takes pride in his profession, and his expertise and dedication to client success make him a trusted professional.
Dean El Baghdadi
With 20 years of experience in multiple industries, Betty has a genuine passion for taxes and client support. While deepening her knowledge she is committed to expanding her career while helping individuals and families navigate tax challenges with confidence.
Betty Fu
With over 40 years of experience in multiple industries, La Verne’s kind heart, deep passion for helping others, unwavering commitment, and thoughtfulness creates lasting trust and peace of mind with every service she provides and every client she interacts with.
La Verne Epperson
Veronica Tapia
Meet Our Amazing Volunteer Champions
Adrian is currently a student at College Living Experience. He has experience as a deli worker and maintenance worker at Whole Foods, and has volunteer experience at the Monterey Bay Aquarium, Emma Prusch Park, Art Abilities, and Equine Healing Collaborative. He is very excited and honored to be our Volunteer Team Lead.
Adrian Velazquez
Cameron is passionate about helping others achieve financial stability and a more secure future. At 23, he enjoys exploring the intersection of technology and creativity through computers, music, and art. He’s also an avid fan of weather and mobility—and loves discussing both.
Cameron Reape
Sean is a student at College Living Experience in Monterey and holds a Certificate of Achievement in Physical Education from Monterey Peninsula College. He’s pursuing personal trainer certification through NASM. Sean is easygoing, patient, a great listener, and always eager to learn new skills.
Sean Pitts
Brendan is a creative and outgoing individual with a passion for art and reading. At 20 years old, he brings a friendly, talkative energy to every environment. He’s excited to volunteer with Diamond Financial Group and support the community while continuing to grow personally and professionally.
Brendan Moran
Julian is enthusiastic and a dedicated hard worker. He has volunteer experience at Monterey Bay Aquarium, The Park Lane, and Meals on Wheels. He loves meeting new people and helping others. A former cross-country runner, he’s active in CLE’s hiking and bowling clubs.
Julian Costa
CLE is the industry’s leading provider of post-secondary support for neurodivergent young adults pursuing college or career paths. Our Volunteer Champions bring energy, heart, and a unique perspective to our office. Their contributions help foster meaningful connections with our team and clients, support community engagement, and remind us daily of the power of inclusion.
CLE
Meet Our Trusted Strategic Partners
Josh specializes in helping independent contractors and 1099 workers access tailored health coverage solutions. With experience in managed health benefits and client support, he guides individuals and teams in choosing plans that balance affordability and protection, ensuring clarity, confidence, and continuity of care.
Josh Shapiro
Marc is the Founder and CEO with over 40 years of experience providing business financing solutions nationwide, including asset-based lending, receivables financing, equipment leasing, SBA loans, lines of credit, and equity options. He helps business owners secure capital to grow, stabilize, and expand with confidence.
Marc. A Davis-Taylor
Shaun is the Principal Owner of Allegiant Insurance Services in California. With years of experience in property and casualty insurance, he is dedicated to guiding clients with honesty, care, and expertise. Shaun provides personalized coverage and meaningful protection for individuals and businesses, helping clients safeguard what matters most with confidence and peace of mind.
Shaun Storm
George is an experienced Certified Financial Planner® who helps individuals and businesses build confident, long-term financial strategies. He provides thoughtful guidance in retirement planning, investment management, and wealth preservation. With a genuine relationship-focused approach, he empowers clients to make informed decisions that support financial stability and future growth.
George Chobany
Gabriel is a passionate benefits and healthcare professional dedicated to making healthcare affordable through innovative, cost-controlling solutions. With extensive sales and risk management experience, he helps organizations of all sizes navigate complex systems, improve employee well-being, and create lasting impact for the people and teams he serves.
Gabriel Aponte
Griselda Figueroa has over 17 years of experience in the mortgage industry, offering clients competitive rates and exceptional service. She guides clients through every step with care, clear communication, and education, ensuring the loan process is smooth, simple, and stress-free while making client satisfaction her top priority.
Griselda Figueroa
Jack is an experienced account manager with extensive background supporting clients through corporate filings. He has a strong understanding of legal documentation and compliance requirements, helping businesses stay organized and aligned with regulatory standards. Jack is dedicated to delivering clear guidance, reliable support, and attentive service.
Jack Clemons
Brent Earle has over 12 years of experience in financial services and employee benefits, helping small businesses, mid-size organizations, and large enterprises lower costs while improving employee wellbeing. He specializes in simplifying benefits through innovative solutions, saving companies money and increasing employee satisfaction, while supporting stronger, healthier workplaces.
Brent Earle
Jacob is an experienced consultant specializing in strategic planning and client education. He helps clients position assets in physical gold and silver for both qualified and non-qualified funds. Known for clarity and care, he empowers clients to make confident, informed decisions for long-term lasting financial well-being.
Jacob Miller
Michelle serves at The Paul Mortuary with compassion and professionalism, guiding families through meaningful end-of-life planning with care and dignity. She brings deep empathy, attention to detail, and a commitment to honoring legacies, supporting her community with thoughtful support and trusted service during difficult times.
Michelle Price
Joseph is an Underwriter and Account Executive with over 15 years in the financial services industry. A specialist in “specialty market” life and disability insurance, he provides tailored underwriting solutions and personalized guidance, helping clients navigate complex coverage needs with clarity, confidence and supportive service.
Joe Russo
Lisa is a seasoned financial professional with over 35 years in the insurance industry. She specializes in life settlement solutions and helps clients maximize the value of unwanted or unneeded life insurance policies. Lisa provides trusted guidance and advice that aligns with each client’s goals and is deeply passionate about educating clients with integrity.
Lisa Rehburg
Become a Strategic Partner
Join Our Strategic Partner Network
At Diamond Financial Group, we are always looking to collaborate with like-minded professionals and organizations that share our commitment to providing exceptional financial solutions and meaningful client experiences. By becoming a strategic partner, you can explore opportunities to align with our services, share resources, and collaborate on initiatives that make a positive impact.
Interested in exploring a partnership? Complete our Strategic Partner Inquiry Form above, or contact us below, and a member of our team will follow up with you to discuss potential opportunities.
Please note that submitting an inquiry or expressing interest does not guarantee a partnership. All potential partnerships are carefully reviewed and vetted to ensure alignment with our mission, values, and client-focused approach.
“THE HEAT AND PRESSURE OF THE EARTH GIVE RISE TO DIAMONDS”
— Author Unknown
Ready to Grow Your Career?
Join our team of dedicated professionals and make a meaningful impact. Connect with us to learn about exciting opportunities and how you can be part of our mission.
