- CERTIFIED FINANCIAL PLANNER ®: Financial Planning Specialty
- Chartered Life Underwriter CLU ® : Advanced insurance specialty
- Enrolled Agent EA ®: Federal income tax specialty
- Chartered Financial Consultant ChFC ®: Advanced wealth management specialty
- Chartered Retirement Planning Counselor CRPC ®: Retirement specialty
- Accredited Investment Fiduciary AIF ® : Fiduciary employer-sponsored plan specialty
Choosing your financial advisor
Meet Our Team
CFP®, AIF®, ChSNC®, AEP® | FOUNDER
“I WANTED A FIRM WITHOUT THE SALES CULTURE, AND I HAVE THAT WITH BLACK DIAMOND FINANCIAL SOLUTIONS.”
Jeff opened Black Diamond Financial Solutions in 2009 when he realized his clients needed more robust solutions to their financial concerns. His clients deserved unbiased advice without the constraints of product contracts and excessive fees that were prominent within the large firms where he had previously worked. Black Diamond’s advisors work for their clients, not Wall Street shareholders. He also designed and refined a process, The Diamond Process, to help clients piece together the large financial puzzle that everyday people struggle to understand and manage.
Over the years, he has built a team of ambitious and intelligent advisors who also feel that their clients’ interests come first. The firm requires their advisors to continuously seek knowledge in their craft by earning and maintaining prominent industry designations.
MSFS, CPWA® CFP®, CLU®, ChFC®, EA, AEP®, PARTNER
“CONSISTENTLY BETTERING MYSELF THROUGH FINANCIAL EDUCATION SHOWS MY CLIENTS HOW MUCH THEIR SITUATION MEANS TO ME”
Kenneth Reese graduated from Penn State University in 2008 where he enjoyed studies in finance and law. He graduated with a bachelor degree in Political Science with a Business minor but decided to pursue a career as a CERTIFIED FINANCIAL PLANNER practitioner incorporating his passion for finance into his career path. His ten years of wealth management experience come from both a bank and a boutique planning environment. Ken continued to deepen his financial planning knowledge by earning several designations including becoming a ChFC (Chartered Financial Consultant), a CLU (Chartered Life Underwriter), which are both awarded by the American College and an Enrolled Agent, awarded by the Internal Revenue Service acknowledging his in-depth knowledge of individual taxation, corporate and partnership taxation and Circular 230 regulations, the ethics and rules governing the IRS practices. Ken is now working on obtaining his Master’s Degree in Financial Services.
Ken works with business owners, professionals, retirees, and pre-retirees to develop tax centered financial planning strategies that incorporate cash flow analysis, portfolio management, and risk management into one comprehensive plan that is easy to understand and implement. This process requires closely working with his clients’ other trusted accounting, banking, and legal advisors. Ken transitioned to Black Diamond Financial Solutions because of the firm’s long term vision which is centered on comprehensive planning and truly being a family’s trusted lifetime advisor. Ken appreciates that the planners at Black Diamond Financial Solutions are not looking for clients right now; instead, they are looking for clients for life. The most important thing to Ken is making sure his clients are confident, comfortable, and in control of their finances.
He currently resides in Lewes, Delaware with his wife, Hilary, and young daughter Jane. He is an enthusiastic sports fan who enjoys any and all types of athletic competition. Ken is a founding father of the Kappa Sigma Fraternity at Penn State University and is currently developing ways to influence policymakers to better prepare incoming college student about the cost of education. He believes student loan debt is the number one problem for his generation and is vehemently committed to being an agent of change for that cause. Ken also serves in various philanthropic roles in Sussex County, Delaware.
CFP®, CRPC®, PARTNER
“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.”
Cameron Fitzgerald joined Black Diamond Financial Solutions in May of 2013. He received his Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Tennessee in 2005. Since then, he has earned the CFP® and CRPC® credentials. In July of 2020, Cameron became a partner of Black Diamond Financial Solutions.
Attention to detail, good listening skills, excellent service, and exceptional communication are just a few of the traits that characterize Cameron. Working in a team atmosphere allows him to focus his time on his clients and their financial needs. Realizing that each client has unique financial needs, Cameron works with each individual to create effective and customized financial plans to address their goals.
Born and raised in Sussex County, Delaware, Cameron currently resides in Lewes, DE with his wife, Casey, their son, Teigen, and their daughter, Thea.
“A CAREER IN BANKING SHOWED ME THE CLIENT ALWAYS COMES FIRST, AND BLACK DIAMOND BELIEVES THAT AS FIRMLY AS I DO”
Bethany comes to us with a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. Bethany is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses. During her eight years of experience as an advisor, she has learned to place an emphasis on the individual clients’ needs.
Her focus is to know her clients and build an understanding of their personal goals. The complete understanding of her clients’ needs, wants, and goals enable her to paint the way to success in achieving those goals. Bethany believes understanding clients on a personal and individual level is the way to achieve the best possible financial plan by prioritizing the appropriate objectives.
Bethany lives in Magnolia, DE with her husband, Chip, and their two sons. When she is not working or cheering on her sons during their soccer games and wrestling matches, you can find her and the family surf fishing in the summer and rooting for those Philadelphia Eagles in the fall.
CFP® | CHIEF COMPLIANCE OFFICER
“YEARS OF PRACTICING AS A FINANCIAL PLANNER HELPS MY CLIENTS PREPARE FOR A FUTURE THEY’VE YET TO EXPERIENCE”
Mark is a graduate of the University of Detroit where he received his Bachelor Degree in Chemical Engineering and a minor in Economics, then continued his education obtaining his MBA from SUNY Buffalo. He spent thirty two years in the chemical industry in a variety of roles in New York and Delaware. He decided on a career change upon “retiring” in 2008 and pursued a career as a CERTIFIED FINANCIAL PLANNER™ practitioner, satisfying a long-time interest in investing and helping others with financial planning. Mark has been involved in wealth management since 2008 and transitioned to Black Diamond Financial Solutions in 2017 because of the firm’s long-term vision which is centered on comprehensive planning and truly being a trusted lifetime advisor. He is also a past President and a long-time Board member of the Delaware chapter of the Society of Financial Service Professionals.
Mark works with individuals, families and closely held business owners to build their financial freedom. He follows the seven steps of the financial planning process:
- Understanding the Client’s Personal and Financial Circumstances
- Identifying and Selecting Goals
- Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action
- Developing the Financial Planning Recommendation(s)
- Presenting the Financial Planning Recommendation(s)
- Implementing the Financial Planning Recommendation(s)
- Monitoring Progress and Updating.
The process maps out where the client is headed and establishes a commitment between the client and Mark showing clear and concise steps to be taken on the journey.
Mark resides in Felton, DE with his wife, Sally. They have three adult sons. He is a competitive Bridge player, enjoying playing in regional tournaments. When their schedule allow, Sally and he are avid travelers.
MSFS, CAP®, RICP®
“Affiliated Advisor with BDFS Capital”
“Planning is a process, refinement is critical, adjustments are necessary, education is everything.”
Nate completed his undergrad at Millersville University, majoring in business finance and minoring in mathematics, and completed his Masters in Financial Services with the American College of Financial Services. Shortly after completing his undergrad, Nate pursued a career in corporate finance and changed his career focus to personal finance after finding his grandfather was a victim of financial malpractice.
Nate started his career with a firm in Camp Hill, Pennsylvania, which operated through Mass Mutual. After five years with Mass Mutual, he decided that he wanted his independence from the corporate restraints that Mass Mutual and its affiliates forced upon him. Thus, he found his home with Black Diamond Financial solutions.
Nate focuses on efficiency and purpose. Removing financial opportunity costs and reducing risk exposure, all while generating results his clients are after. He is constantly enrolled in higher education programs and is always in pursuit of refining his skills.
Currently, Nate lives in Lancaster, Pennsylvania; he is a business partner in a consulting business. He is the primary owner of three other start-up operations spanning from insurance to blockchain technology.
Brian P. Wolfer
“There are many things that I enjoy about being a Financial Advisor, but one that is most rewarding is when I can help a client realize that something they once thought of as ‘just a dream’, is actually an achievable goal.”
Brian comes to Black Diamond after a 20-year career with Vanguard where he started as a back-office manager. Realizing he wanted a client-facing role, Brian earned the Certified Financial Planner® designation, which he has held since 2008. Starting as a Paraplanner and working with Senior Advisor/mentors gave Brian a strong foundation to propel his career to the role of Financial Advisor, and eventually Senior Financial Advisor.
Brian was responsible for managing the portfolios of over 200 high net worth clients and advising on a wide range of planning topics. He is excited to transition his career to Black Diamond Financial Solutions and is looking forward to the flexibility that an independent Registered Investor Advisor firm provides when developing solutions for his clients.
Brian attended Widener University for his undergraduate degree and holds a Bachelor of Science in Management. He then continued his education at West Chester University where he earned an Executive MBA.
Brian is a lifelong resident of Chester County Pennsylvania. He currently lives in West Chester Pennsylvania where his children attend Ursinus College and Drexel University. He has also established a secondary home base in Southern Delaware. This allows Brian to schedule in-person meetings in both states, while being available virtually to all Black Diamond clients throughout our service area.
Director of Operations
“YEARS OF PRACTICING AS A FINANCIAL PLANNER HELPS MY CLIENTS PREPARE FOR A FUTURE THEY’VE YET TO EXPERIENCE”
As the newest member to Black Diamond, Jennifer joins our team with an extensive background in the financial planning industry. Jennifer longs to bring peace to clients who are facing a challenge on their path of life or who are simply ready to make a step in a new direction. As the Director of Operations for Black Diamond Financial Services, Jennifer will advocate for continuous improvement and growth for the company in an effort to deliver a better client experience. Jennifer is often described as one of the kindest, most organized people you’ll meet!
When Jennifer is not in the office, you’ll find her spending time with her husband and daughter. She enjoys being outdoors, taking care of her plants and cooking out with her family.
“I ENJOY WORKING WITH OUR CLIENTS & ADVISORS TO DELIVER AN EXCEPTIONAL SERVICE EXPERIENCE.”
Since July of 2015, Rose has been employed as Administrative Assistant and has since then worked her way up to an Office Manager. Rose oversees all of the office’s Administrative functions and tasks. She is the nuclei of our office. Formerly employed in the medical field, Rose has extensive background in administrative duties, with a high attention to detail. With a great personality, she always makes our clients feel welcomed.
Born and raised in the first state, Rose grew up on a horse farm where they specialize in breeding and foaling. In her spare time, you can find Rose spending time with her boyfriend on their farm, taking care of their dogs, their chickens, and sheep.
Director of Marketing
“As the Director Of Marketing, I strive to make new relationships and maintain our current relationships, brand Black Diamond and make sure our clients have an exceptional experience”.
Anna started at Black Diamond in May 2020. Anna is a Senior at La Salle University in Philadelphia, studying Marketing and Communications Public Relations. She is completing her senior year online while working for Black Diamond full time. Anna handles all social media platforms, advertising, as well as client relations. Anna is grateful she was given the opportunity to jump-start her career in her hometown with an amazing group of people! She expresses that she is already so passionate about what Black Diamond does and stands for and is already a significant part of the firm. She is committed to the growth and success of Black Diamond. In her spare time, Anna enjoys taking care of her Cocker Spaniel puppy, Bailey, taking walks on the beach, and spending time with her family.
Meet Liette Gillespie! Born and raised in Sussex County, Delaware, Liette currently resides in Milford along with her fiancé, dogs, and ducks. In her spare time, Liette enjoys horseback riding, hunting, four-wheeling, and attending races at the dirt track! On top of that, Liette is also a cancer survivor!
With Liette’s background in clerical work and dedication, she is a fabulous asset to Black Diamond!