Our Story

About Black Diamond
Financial Solutions

A firm built on a different idea about financial advice — and the people who've kept it that way since 2008.

Our Foundation

A Firm Built on Trust,
Not Sales.

Before he founded Black Diamond, Jeffrey Puglia spent years inside the national brokerages. He saw what the work could look like without the sales culture — and decided to build a firm that did it that way.

In 2008, he opened Black Diamond Financial Solutions to do one thing differently: plan for clients, never sell to them. No product contracts. No quotas. No sales culture. Seventeen years later, that's still the only thing this firm does.

Today, Black Diamond is Delaware's independent fiduciary alternative to the national brokerages — twelve credentialed professionals who plan for clients rather than sell to them.

"I wanted a firm without the sales culture, and I have that with Black Diamond Financial Solutions."

— Jeffrey Puglia, CFP®, AIF®, AEP®, ChSNC® · Founder

Black Diamond Financial Solutions team

Our Philosophy

A Plan Is Only as Good as
the Person Who Builds It.

That's why every Black Diamond advisor is required to pursue the CFP® designation — the field's most established financial planning credential.

CERTIFIED FINANCIAL PLANNER™ professionals are trained across 72 areas of financial expertise, complete thousands of supervised hours, and follow a fiduciary code of ethics that requires them to put clients first. We made that standard our internal one — not just a marketing claim.

When you work with a Black Diamond advisor, you're working with someone whose training matches the seriousness of the decisions you're making.

CFP®
Certified Financial Planner
AIF®
Accredited Investment Fiduciary
ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter
CRPC®
Chartered Retirement Planning Counselor
EA
Enrolled Agent (IRS)

Our People

Meet Your Advisory Team

(302) 265-2236

Our Advisors

Jeffrey Puglia
Founder

Jeffrey Puglia

Founder

CFP®, AIF®, AEP®, ChSNC®

Jeffrey founded Black Diamond in 2008 to deliver unbiased financial advice without the product contracts and sales culture of the large national brokerages where he started his career. He designed The Diamond Process to help everyday clients assemble the complex pieces of their financial picture, and built a team committed to advanced credentialing and lifelong client relationships.

"I wanted a firm without the sales culture, and I have that with Black Diamond Financial Solutions."

Kenneth Reese

Kenneth Reese

Partner

MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, AEP®

Ken specializes in tax-centered financial planning strategies for business owners, professionals, and retirees, working closely with each client's accounting, banking, and legal advisors. His extensive credentials reflect a deep commitment to continuing education and to building plans that are comprehensive yet easy to understand.

"Consistently bettering myself through financial education shows my clients how much their situation means to me."

Cameron Fitzgerald

Cameron Fitzgerald

Partner

CFP®, CRPC®

Born and raised in Sussex County, Cameron joined Black Diamond in 2013 and became a partner in 2020. He works with each client individually to craft customized financial plans, with a focus on clear communication and disciplined follow-through.

"Wealth management is more than stocks and bonds. It's about helping my clients use their resources to live the life they want to live."

Mark Nehra

Mark Nehra

Chief Compliance Officer

CFP®

After thirty-two years in the chemical industry, Mark transitioned to financial planning in 2008 and joined Black Diamond in 2017. He follows a rigorous seven-step planning process and is a past President of the Delaware chapter of the Society of Financial Service Professionals.

Derrick J. Diksa

Derrick J. Diksa

Senior Advisor

ChFC®, CLTC®

Derrick joined Black Diamond in 2023 with a specialized focus on serving couples and recent widows navigating life transitions. His financial plans emphasize clarity, patience, and trusted guidance — so no one is rushed into decisions during an already difficult time.

Joseph McGloin

Joseph McGloin

Associate Advisor

CFP®, ChFC®, CBDA®

Originally from Dover, Delaware, Joe works with retirees to simplify their tax planning, protect the assets they have worked hard to build, and create sustainable retirement income plans. He has a particular interest in helping pilots and their families prepare for life beyond the cockpit.

Wesley Humes

Wesley Humes

Associate Advisor

A University of Delaware finance graduate who grew up along the Delaware beaches, Wesley combines a decade of hospitality service skills with a genuine passion for helping clients pursue what matters most to them.

Senior & Support Staff

Jennifer Satchell

Jennifer Satchell

Director of Operations

ChFC®, FPQP®

Jennifer oversees the operational excellence of Black Diamond, advocating for continuous improvement and growth so every client interaction is seamless and reflects the firm's commitment to exceptional service.

Rosalie Whitehouse

Rosalie Whitehouse

Senior Account Representative

A Black Diamond team member since 2015, Rosalie progressed from Administrative Assistant to Senior Account Representative and Office Manager. Her background in healthcare instilled the attention to detail and reliability she brings to every client interaction.

Samantha Nichols

Samantha Nichols

Associate Account Representative

Samantha joined Black Diamond after a career in social services supporting Sussex County's developmental and intellectual disability community. She brings warmth, patience, and meticulous administrative experience to her work with clients.

Ariel Quintanilla

Ariel Quintanilla

Associate Account Representative

Ariel joined Black Diamond in early 2023 after building her customer-service foundation in retail banking. Originally from Lewes, she now lives in Milford with her family and is the welcoming first point of contact for many of our clients.

Erin Glass

Erin Glass

Receptionist

Having joined Black Diamond in March 2026, Erin brings over 10 years of customer service experience to her role as Receptionist. She is dedicated to creating a welcoming experience for clients while keeping daily office operations running smoothly.

Glass jars of plant cuttings rooting in water on a sunlit office windowsill

In the Community

The Propagation
Station.

There is a table by the window in our Rehoboth Beach office covered in jars — cuttings from staff plants, clients' plants, and plants somebody's neighbour was going to throw out. Take one home. Bring one back when it has grown enough to share.

No appointment, no purchase, nothing to sign up for. Come in, look at what is rooting, and take whatever you like.

We started it because the parallel is hard to miss. A cutting needs consistent care, the right conditions, and protection from the odd hard frost — and then mostly it needs time and someone paying attention. So does everything else we do here.

Growing something from it? Share it with #GrowWithBDFS.

About the Firm

Questions People Often Ask Before Becoming a Client

What is a fiduciary?

A fiduciary is an advisor who is legally required to act in your best interest — not just to recommend products that are 'suitable.' Black Diamond is a Registered Investment Adviser, which means we operate under the fiduciary standard at all times.

How does Black Diamond get paid?

Primarily through fees paid by our clients for advisory services — typically a percentage of assets under management. We have no product contracts and no firm-level sales obligations. Specific fee arrangements are disclosed in our ADV Part 2A and Form CRS, both linked in the footer.

Where does Black Diamond serve clients?

Our office is in Rehoboth Beach, Delaware, and many of our clients relocated here for retirement — Southern Delaware retirement is a specialty of the firm. We also work with clients who live elsewhere. If you're outside the area, get in touch and we'll confirm we're able to work together.

Ready to talk to an advisor on your side?

Schedule a free 30-minute conversation with a Black Diamond CFP® professional. No paperwork, no pitch.

Schedule a Free Consultation