Diamond Private Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Bill Penland Jr

Bill Penland Jr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bill Penland Jr's website
Sheri Hoble

Sheri Hoble

CFP®, CPA

Financial Advisor

Visit Sheri Hoble's website

Team

Beth Herrmann

Beth Herrmann

Operations Director

Roles & Responsibilities

  • Supporting Bill with Compliance matters
  • Training of new staff
  • Handling basic client transaction requests (i.e.: money movement requests)
  • Supporting new account opening paperwork, and changes to existing accounts
  • Collecting and updating all client data for Financial Plans
  • Handling all basic office operations, including dealing with contractors, service providers, real estate/office needs, and office systems
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Virginia Gonzalez

Virginia Gonzalez

Administrative Assistant

Ginger Cardona

Ginger Cardona

Assistant

Roles & Responsibilities

  • Providing support to our Financial Advisor, Sheri
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