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

Deisslin Cares

Our Commitment to Our Community

As financial advisors, we feel that we not only have an obligation to be outstanding stewards for our clients but also for our community. At Diesslin Group, Inc., we strive to create an ethical framework to enable our employees to cultivate philanthropic initiatives and ultimately become pillars of our society.

Leadership is at the core of our corporate culture, and we value our employees’ insights, passions, and individuality. Through these strengths, we are able to serve our clients better and uphold our civic duty to the underserved.

Ways We Give

Whether it’s helping the underserved improve their job-seeking skills or providing financial literacy to children in local school districts, our employees are encouraged to participate in their most impassioned charitable endeavors. These are just a few of the charitable organizations in which Diesslin Group, Inc. and/or its employees contribute and actively participate:

Junior Achievement – The world’s largest organization dedicated to educating students in grades K-12 about entrepreneurship, work readiness, and financial literacy through experiential, hands-on programs.

Junior Achievement

Leukemia & Lymphoma Society – The world’s largest voluntary health organization dedicated to funding blood cancer research and providing education and patient services.

Leukemia & Lymphoma SocietyLeukemia & Lymphoma Society

The NAPFA Consumer Education Foundation (NCEF) – Empowers consumers to achieve positive financial outcomes and supports fee-only financial advisors in providing objective financial guidance to consumers on a pro-bono basis.

The NAPFA Consumer Education Foundation (NCEF)The NAPFA Consumer Education Foundation (NCEF)

Les Turner ALS Foundation – Since 1977, this foundation has been Chicagoland’s patient services, research, and education for Amyotrophic Lateral Sclerosis (ALS), better known as Lou Gehrig’s Disease, and other motor neuron diseases.

Les Turner ALS FoundationLes Turner ALS Foundation

4 Paws for Ability – Enriches the lives of children with disabilities and wounded veterans by training and placing quality, task-trained service dogs to provide increased independence for the children and assistance to their families.

4 Paws for Ability4 Paws for Ability

Cares Foundation – Dedicated to improving the lives of families and individuals affected by Congenital Adrenal Hyperplasia (CAH).

Cares Foundation

Cook Children’s – A not-for-profit, nationally recognized pediatric healthcare organization with a connected system of specialists, pediatricians, clinics, a medical center, and community programs.

Cook Children’sCook Children’s

Aledo Education Foundation – Established by business, civic, and community leaders to support the mission of the Aledo Independent School District by supporting innovative educational projects and activities that are beyond traditional funding and/or for which tax dollars cannot be expanded.

Aledo Education FoundationAledo Education Foundation

The Salvation Army – Dedicated to the advancement of the Christian religion of education, the relief of poverty, and other charitable objects beneficial to society or the community of mankind as a whole.

The Salvation ArmyThe Salvation Army

Tanglewood PTA – Continuously provides volunteers, organizations, and fundraising efforts to support the academic achievement of its students.

Tanglewood PTA

American Heart Association – Building healthier lives free of cardiovascular diseases and stroke.

American Heart AssociationAmerican Heart Association

World Vision – A Christian humanitarian organization dedicated to working with children, families, and their communities worldwide to reach their full potential by tackling the root causes of poverty and injustice.

World VisionWorld Vision

Wounded Warrior Project – Their goal is to raise awareness and enlist the public’s aid for the needs of injured service members, help injured service members aid and assist each other, and provide unique, direct programs and services to meet the needs of the injured service members.

Wounded Warrior ProjectWounded Warrior Project

Congenital Heart Walk – Motivated by the needs of our children, the goal of The Children’s Heart Foundation is to bring health, hope, and happiness to children impacted by congenital heart defects, the #1 birth defect in the U.S.

Congenital Heart Walk

St. Jude Children’s Research Hospital – Advancing cures and means of prevention for pediatric catastrophic diseases through research and treatment.

St. Jude Children’s Research HospitalSt. Jude Children’s Research Hospital

The Children’s Heart Foundation (CHF) – As the country’s leading organization solely committed to congenital heart disease research funding, CHF dedicates itself to bringing health, hope, and happiness to children and families impacted by the disease.

The Children’s Heart FoundationThe Children’s Heart Foundation

AZ Power Paws – Providing highly skilled assistance dogs to adults and children with disabilities throughout the U.S., offering education and continuing support for working assistance dog teams, and working as a resource in the community for people with disabilities.

AZ Power Paws

Texas Suicide Prevention Collaborative – An initiative that is a result of a collaborative effort of community-based organizations, state and local agencies, academic institutions, and many others working together to reduce suicides throughout the state of Texas.

Texas Suicide PreventionTexas Suicide Prevention

Susan G. Komen – Saving lives and ending breast cancer forever by empowering others, ensuring quality care for all, and investing in science to find cures.

Susan G. KomenSusan G. Komen

Fundación Santa Maria De la Esperanza (St. Maria Foundation of Hope) – A foundation located in the province of Santa Elena in the village of Olón, Ecuador, that is dedicated to providing housing, therapy, and education for the youth, with the hope of reuniting them with their families or finding them a foster family.

Fundacion Santa Maria De la EsperanzaFundacion Santa Maria De la Esperanza

A Day of Giving

Diesslin Group, Inc. recognizes the importance of community involvement and encourages employees to participate in volunteer activities by providing paid leave opportunities. Full-time employees who perform community service are granted up to one full day with pay per calendar year to pursue volunteering with a charity of their choice.

Socially Responsible Energy Consumption

Diesslin Group, Inc.’s offices are located in the newly constructed Westbrook building, overlooking the Sundance Square Plaza. This uniquely designed six-story building is named after the historic Westbrook Hotel, which was one of Fort Worth’s grandest during the city’s oil boom of the 1900s. We are thrilled to call a LEED-certified office building our new home.

The Westbrook

Renewable and Sustainable

LEED certification is a rigorous standard in developing real estate using sustainable and environmentally friendly measures, and our building is recognized for meeting best-in-class environmental standards and practices. LEED-certified buildings reduce the use of our limited natural resources by using renewable and sustainable practices where possible. These standards also have a positive impact on our team members and our visiting clients. For example, the high-quality air filters in our office remove more airborne particles than traditional air filters and reduce allergens, improving air quality.

Cost-Saving and Energy-Efficient

Our office lighting includes a substantial number of LED light fixtures, which offer cost-saving capabilities over the long term as well as benefiting both humans and the environment. Traditional fluorescent lights contain materials that are toxic to humans, including mercury, and require time and resources to dispose of properly. LED lights are also much more energy efficient than fluorescent lights, helping us decrease the amount of electricity we require to operate and reduce our environmental “footprint.”

Reduced Water Usage

Our building also takes advantage of tankless water heaters, which heat water on demand and do not waste energy maintaining a constant supply of hot water, as traditional tank water heaters do. Additionally, LEED buildings are designed to minimize both indoor and outdoor water usage so that we are able to minimize any unnecessary use of fresh water. We are proud to be part of the worldwide movement to preserve our limited natural resources while improving the quality of life for both our employees and our clients.

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


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.