About Us
Not often in life do you discover a Black Diamond, but if one is discovered, you realize it is rare, genuine and exotic, which exemplifies who we are at Black Diamond Financial. At Black Diamond Financial, we’re always striving to serve and satisfy our clients with EXCELLENCE.
Our Black Diamond Financial Team is passionate about cultivating genuine close-knit client relationships. We specialize in empowering business owners, professionals and families to confidently, accumulate and manage their retirement wealth. As owner and founder of Black Diamond Financial, I bring exceptional knowledge as a Chartered Retirement Plans Specialist (CRPS), in addition to having an MBA in Finance from Golden Gate University, a BA in Accounting from Texas Christian University and over 37 years of cumulative experience in fields of banking, accounting and financial planning.
Our mission is to get to know and understand our client’s needs, wants, and long-term goals. We endeavor to help you develop, implement, and monitor a strategy that’s designed to address your individual and unique family situation.
Being married for over 37 years, I understand the challenges families face today; managing debt, understanding tax strategies, and saving for both college and retirement. These (and many other) financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our attention, energy, commitment, and efforts are focused on you, our client, while serving you with EXCELLENCE.