Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

*** Managing Partners
Raymond F Bree, Jr., CLU, ChFC® Christopher Burgos, CFP®, ChFC®, CFS
** Associate Partners
Wm. Jason Hagerman, CFP® , CLTC Shaun Jones, CFP®, CFS Hardik Shah, CFP®, ChFC®, CLTC
** Senior Associates
Todd Roselle, ChFC®, CFP®
* Field Director
Joshua Shaver, CLTC, CFP®
Associates
Jeremy Baron Peter Bradshaw Merrick Heller J. Paul Jones Ketul Mody Jarrett Morris, ChFC® , CFP® Brian Theibault
Director of Recruiting
Stephanie Patterson
Professional Staff
Monica Andrews Debbie Burchfield Vicki Hannum Valerie Henry Carol York

Quick Links

Contact Info

111 Continental Drive, Suite 306
Newark, DE 19713
Map and Directions

Phone: (302) 366-0366
Fax: (302) 454-9405

Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.