Cameron MacDiarmid
Financial Advisor
My Partners
I have the privilege of working with some of the premier wealth managers and financial advisors in the country.

Fernando Suarez
CFP®, ChFC®, CLU®
Wealth Management Advisor
Our team’s mission is to help people dream big and feel secure through value based financial planning. We have been working with clients for over 35 years, helping people take care of their families, realize their dreams, and feel confident about the future.

Matt Occhipinti
MBA, CFP®, ChFC®, CLU®, AEP®
Founder & Wealth Management Advisor
My commitment is to inspire action and maximize potential for those I work with. I seek to help people realize their dreams with financial security at the forefront. My firm focuses on working with affluent individuals and closely held business owners to implement tax strategies, business continuity and succession planning, and ultimately, multigenerational wealth management.
Diondre Montgomery
M.S.
Financial Advisor
My mission is to engage, educate, and empower others to gain clarity and feel secure in there financial situation. Through financial planning, I help people to take care of their families, realize their dreams, and feel confident about the future.
Zach Shannon
CLU®, ChFC®, RICP®
Wealth Management Advisor
My mission is to inspire people to live proactively and create financially secure lives by design not by default. I strive to be a catalyst for people to help them take progressive action toward their goals. Through my work, I help people achieve financial security so they can chase their wildest dreams and live the lives they’ve always imagined.