After clients have completed our comprehensive Phase I planning process, many clients choose to remain with us for ongoing financial planning. Continuing services are available for a flat annual retainer fee. We provide services on an annual and quarterly basis, as well as offering on-call access to our financial planning team and guidance regarding any financial decision-making that may arise.
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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 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 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 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 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 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 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 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 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 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 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 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.
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, 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.