The Team

Diamond Private Wealth Advisors
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Bill Penland Jr

Bill Penland Jr

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
CA Insurance #0H23990 AR License #1927245

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Sheri Hoble

Sheri Hoble

Financial Advisor

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Designations

CFP®, CPA

Top Areas of Focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

B.S., 1982, accounting - University of Wyoming - Laramie, WY

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Our Staff

Beth Herrmann

Beth Herrmann

Operations Director

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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
Eileen Diaz

Eileen Diaz

Administrative Assistant

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Roles & Responsibilities

  • Scheduling Client Appointments
  • Greeting Clients as they arrive for appointments
  • Producing Client correspondence, as well as handling basic mail functions
  • Providing support as needed to our Operations Director, Beth
Ginger Cardona

Ginger Cardona

Assistant

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Roles & Responsibilities

  • Providing support to our Financial Advisor, Sheri