Serving the Fort Worth, Dallas Area For More Than 40 Years

Client-Centered, Unbiased Financial Planning and Guidance

As a comprehensive financial planning and asset management firm, we have the necessary experience and professional training to understand how changing one aspect of a person’s financial plan can impact all the others. Our services include tax planning, estate planning, retirement and other long-term planning, insurance and risk management, small business planning, and situation-specific planning.

It Begins with You

Our firm is deeply committed to understanding and fulfilling our clients’ needs and offers unbiased, comprehensive solutions. As a team-oriented, fee-only registered investment advisor, Diesslin Group, Inc. only receives payment for the services we directly provide our clients. This philosophy aligns our interests with our clients and allows us to offer completely objective advice unfettered by outside interests.

Independent, Fee-Only Asset Management and Financial Planning

Diesslin Group, Inc. is a private and independent financial services provider that serves individuals and families, small business owners, estates, trusts, endowments, and foundations. We develop personal and lasting relationships with our clients and provide unbiased financial guidance and portfolio management, ensuring that our clients’ interests are always our foremost priority.

Fundamentals-Based, Conservative Portfolio Management

We use a fundamentals-based, conservative approach to develop globally diversified portfolios that are customized based on each client’s investment needs. We allocate and diversify each client’s assets among various asset classes and individual investments using a range of securities, including individual equities and bonds, as well as passive and actively managed, no-load mutual funds, closed-end funds, REITs, and ETFs. We also offer access to alternative investments to interested and qualifying investors.

Fee-Only
Financial Planning

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Fundamentals-Based Portfolio Management

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Small Business
Owners Planning

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Charitable
Foundation Planning

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Fee-Only Financial Advisory Firm in DFW Metroplex

Fee-Only Financial Advisory Firm in DFW Metroplex

Why Diesslin Group, Inc.?

Objective and Unbiased

Diesslin Group, Inc. operates as a fee-only financial advisory firm in the DFW Metroplex region. Our core focus revolves around delivering comprehensive financial planning and wealth management services catering to individuals, families, small business proprietors, estates, trusts, endowments, and foundations. Our unique approach involves abstaining from product sales and commission-based income, ensuring that we furnish impartial and unbiased financial planning services and investment guidance. Furthermore, as an independent and privately owned entity, we are wholly committed to placing our clients at the forefront of our priorities.

Excellent Wealth Management and Customized Financial Solutions

Our financial advisory firm helps clients protect and enhance their wealth, empower their family values, develop portfolios that reflect their investment and income needs, and achieve their financial goals. We can interface with our client’s existing professional advisors and leverage our broad network of attorneys, accountants, pension plan administrators, insurance agents, etc., to implement and maintain customized financial solutions for our clients.

Moreover, our team of experienced financial experts takes a holistic approach to wealth management, considering tax efficiency, risk tolerance, and long-term growth strategies in our recommendations. We monitor market trends and adjust investment strategies to ensure our clients are well-positioned to adapt to changing financial landscapes. Whether it’s retirement planning, estate preservation, or simply growing your assets, our financial advisory firm is committed to guiding you toward a prosperous financial future.

We Provide Customized Financial Solutions and Investment Management To:

  • Individuals, Couples, and Families
  • Family Entities and Trusts
  • Small Business Owners
  • Charitable Foundations and Endowments

Call (817) 332-6122 or email us with any questions or to learn more. We can also schedule a complimentary introduction meeting at that time.

Contact us

to learn more about our financial advisory and asset management services

Meggan Jamison

Meggan Jamison

Compliance Associate

Meggan M. Jamison is a Compliance Associate and works with the Chief Compliance Officer in overseeing the firm’s compliance policies and procedures. She holds a BBA degree in finance from Texas Christian University and an MBA from Oklahoma City University. Meggan joined Diesslin Group, Inc. in February 2010. Prior to joining the firm, she spent 10 years in the banking industry.

Natalie Georgen

Natalie Georgen

Financial Planning Associate

Natalie M. Georgen is a Financial Planning Associate at Diesslin Group, Inc. She received her BBA in risk, insurance, and financial services from the University of North Texas and plans to sit for the CFP. She joined Diesslin Group, Inc. in 2022.

Edie C. Peplinski

Senior Executive Assistant

Edie C. Peplinski is the Senior Executive Assistant to David Diesslin. Her responsibilities include time management and scheduling, arranging travel, coordinating and scheduling meetings, overseeing event planning, and assisting with office and administrative responsibilities at the firm.

Edie has over 40 years of experience in executive-level administrative and personal assistant positions and previously worked for the Fort Worth Symphony Orchestra Association. Edie attended Tarrant County College and has worked at Diesslin Group, Inc. since 2003.

Stephanie Dacanay

Stephanie A. Dacanay

Client Services Associate

Stephanie A. Dacanay is a Client Services Associate at Diesslin Group, Inc. She has many responsibilities, including scheduling meetings, corresponding with clients, providing administrative assistance, and planning team events. She joined Diesslin Group, Inc. in 2021.

Tristyn Williams

Tristyn L. Williams

Asset Management Associate

Tristyn L. Williams is an Asset Management Associate at Diesslin Group, Inc. Tristyn received a BS in Agricultural economics from Texas A&M University and planned to sit for the CFP exam in November 2022. He joined Diesslin Group, Inc. in 2021.

Luke Hockett

Luke Hockett, MBA

Portfolio Manager

Luke Hockett is a Portfolio Manager at Diesslin Group, Inc. He conducts investment and risk-return analysis, performance measurement, diagnostic procedures, and asset allocation for client portfolios.

Luke received his BBA in entrepreneurial management from Texas Christian University in 2014 and his MBA in finance from Dallas Baptist University in 2020. He previously worked at Diesslin Group, Inc. from 2014 to 2019 and left to join the Hedge Fund Operations team at IQEQ before rejoining Diesslin Group, Inc. in 2022.

Olivia Partin

Olivia F. Partin, CFP®

Financial Planner

Olivia F. Partin is a Financial Planner at Diesslin Group, Inc. and assists with various client and firm projects. Olivia received her BS in Interdisciplinary Studies from Texas A&M University. She also holds her AAMS® and FPQP certifications and CFP certifications. She joined the firm in 2021.

Angela Woodson

Angela L. Woodson

Client Services Associate

Angela L. Woodson is a Client Services Associate at Diesslin Group, Inc. She assists with servicing client requests and ongoing account administration. Angela received a BS in counseling education from the University of North Texas. She joined the Diesslin Group, Inc. team in 2019.

Mark Michel

Mark M. Michel, CFA, MBA

Chief Investment Officer and Portfolio Manager

Mark M. Michel, CFA, MBA, is Diesslin Group, Inc.’s Chief Investment Officer and Portfolio Manager. He conducts investment analysis, risk-return analysis, performance management, and asset allocation for client portfolios. Mark is also involved in the analysis of the firm’s alternative investments.

Prior to joining Diesslin Group, Inc. in 2021, Mark worked as an Associate Portfolio Manager for American Beacon Advisors and a Senior Portfolio Analyst at JPMorgan. Before entering the financial services industry, he served in the U.S. Army and was deployed to Iraq and Afghanistan.

Mark received an MBA from Southern Methodist University and a BS in mechanical engineering from Pennsylvania State University. He is a CFA charter holder and a member of both the CFA Institute and the CFA Society of Dallas-Fort Worth.

Sherry Redden

Sherry L. Redden, FPQP™

Client Services Director

Sherry L. Redden, FPQP, is Diesslin Group, Inc.’s Client Services Director. She has numerous responsibilities—some of which include serving as a client liaison and financial planning associate—and helps ensure each division of the firm functions successfully.

In addition to being a certified paraplanner, Sherry has over 20 years of professional experience as an executive assistant and outside sales representative. She joined Diesslin Group, Inc. in 2012.

Scott Reasor

Scott B. Reasor

Relationship Manager and Senior Portfolio Manager

Scott B. Reasor is a Relationship Manager and Senior Portfolio Manager at Diesslin Group, Inc. He conducts investment and risk-return analysis, performance measurement, diagnostic procedures, and asset allocation for client portfolios. Scott also serves as an advocate and primary point of contact for clients, maintaining ongoing communication with them while monitoring and executing projects to help them meet their financial goals.

Scott received a BBA in finance from the University of Texas at Arlington and has been with Diesslin Group, Inc. since 2004.

Shawn Gray

Shawn L. Gray

Principal, Chief Compliance Officer, and Chief Technology Officer

Shawn L. Gray is Diesslin Group, Inc.’s Chief Compliance Officer and Chief Information Security Officer, as well as a principal of the firm. Shawn manages the firm’s computing, networking, and programming solutions. He also develops retirement and cash flow projections and models stock options for clients.

He received a BBA in finance from the University of Texas at Arlington and worked in the banking industry prior to joining Diesslin Group, Inc. in 1992.

Rocky Farr

Norman R. (“Rocky”) Farr, CFP, EA, ATA

Principal, Managing Director, and Relationship Manager

Norman R. “Rocky” Farr, CFP, EA, ATA, is Diesslin Group, Inc.’s Managing Director as well as Relationship Manager and principal of the firm. Rocky oversees the firm’s daily operations and coordinates the efforts of the financial planning, client services, and asset management divisions. He specializes in estate and tax planning.

Rocky has held his certified financial planner mark since 1982. He also holds an Enrolled Agent license from the Internal Revenue Service and an Accredited Tax Advisor license from the Council for Accounting and Taxation. Rocky joined Diesslin Group, Inc. in 1992. Prior to moving to Texas, he played hockey professionally.

David H. Diesslin, CFP®, MBA

David H. Diesslin, CFP®, MBA

Founder

David H. Diesslin, is the founder of Diesslin Group, Inc. Dave founded the firm as Diesslin & Associates, Inc. in 1980 and has provided fee-only financial planning and investment management ever since.

He has been honored for his work as a financial advisor in Worth, Medical Economics, Fort Worth Inc., and Money magazines, and has been endorsed by the Consumers’ Research Council of America as one of “America’s Top Financial Planners.”

Throughout his professional life, Dave has worked diligently to promote and advance the financial planning profession both nationally and internationally. In addition, he has served as a chairman of the Board of Governors on the Certified Financial Planner Board of Standards as well as chairman and president of the National Association of Personal Financial Advisors (NAPFA).

Dave received an MBA from the University of Dallas and a BS in Business Management from Indiana University. He has held his CERTIFIED FINANCIAL PLANNER™ mark since 1983. Prior to entering the financial planning profession, Dave served as First Lieutenant for the U.S. Army Signal Corps.