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

Asset Management Philosophy

Our clients’ objectives for their assets are paramount. We assist them with envisioning those objectives and building a globally diversified portfolio aimed to meet those intentions without exposing their portfolios to unwarranted levels of risk.

We manage to a fiduciary standard and draw upon expansive research as well as our own proprietary fundamental analysis to continually direct our client portfolios. This includes disciplined monitoring, rebalancing, and pivoting exposures with prudence.

Investement Strategy Illustration

Maximized Return on Life

We meet regularly with our clients to reassess their goals and to review any relevant changes to their financial situation and any additional changes necessary to their managed assets. We understand that their portfolio is more than just asset allocation and investment selection; it’s the means to maximizing their “return on life.”

Asset Management Philosophy Illustration

Why Choose Us:

  • We are independent and unaffiliated investment managers.
  • We work to meet our clients’ needs without obligations to or restrictions from other parties.
  • We are 100% employee-owned, safeguarding our aligned incentives with our clients and fashioning the permanence of our organization.
  • We create tailored portfolios to meet our clients’ personal needs, desires, ability to assume risk, and investment time horizons that must be considered for meeting objectives.
  • Client portfolios are managed by a designated portfolio manager, who is involved at a pervasive level.
  • We have virtually unconstrained tools for building our clients’ portfolios.
  • We have the ability to access the most talented active managers or the most cost-effective passively managed investment vehicles. Depending on our clients’ individualized situations, specific account registrations or investment structures may be established in order to meet strategic initiatives.
  • Over the years, we have established a network that extends fee advantages and investment opportunities that would otherwise be unavailable.
  • For qualified investors, we offer access to alternative investments that are normally only available to institutional or extremely high net-worth clients.
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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.