Diamond State Financial Group is a financial services company providing financial services and wealth advisory services.

Diamond State Financial Group

Christopher Burgos, CFP®, ChFC®, CFS, AIF®

Josh Shaver, CFP®, ChFC®, RICP®, CBEC®

Deborah A. Sniadowski

Phan Trà

The Operations and Management team at Diamond State Financial Group ensures the seamless execution of financial services and wealth advisory operations. They focus on compliance, efficiency, and quality control while overseeing daily activities, managing workflows, and supporting the financial advisors to deliver exceptional client experiences. This team plays a vital role in optimizing processes and driving strategic initiatives within the company.

Operations and Management

The Client Services Team at Diamond State Financial Group is dedicated to delivering exceptional support and personalized service to clients. They assist with account inquiries, facilitate smooth communication between clients and financial advisors, and ensure clients receive comprehensive financial planning and advisory services, enhancing overall client satisfaction and retention.

Diamond State Financial Group

Org chart

Teams

Operations and Management

Client Services Team

Offices

Diamond State Financial Group

Org chart

Teams

Operations and Management

Client Services Team

Offices

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