About Us

Choosing your financial advisor

Black Diamond believes better-trained planners create better outcomes for the firms’ clients. We require our advisors to pursue advanced credentialing with the eventual goal of completing CFP ® certification. You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Cfp Logo 2

Meet Our Team

Jeffrey Puglia

Jeffrey Puglia

CFP®, AIF® | FOUNDER

“I WANTED A FIRM WITHOUT THE SALES CULTURE, AND I HAVE THAT WITH BLACK DIAMOND FINANCIAL SOLUTIONS.”

Philosophy 

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.   

Experience 

Jeff grew up in the Coal Region of Pennsylvania where there is a strong work ethic and a deep seeded desire to treat everyone as if they were family.  At an early age, he worked a paper route and invested these earnings in the stock market.  After working several internships at a major Wall Street firm during college and graduating with honors from Susquehanna University with a Finance degree, he landed his first job as a Financial Advisor with Dean Witter at the age of 22.  Over the past twenty years, he has earned numerous designations through continuing education including becoming a Certified Financial Planner® practitioner and the Accredited Investment Fiduciary® designation.   He is currently working to attain a designation as a Charted Special Needs Consultant®. 

Jeff lives in Milford, Delaware with his wife, Andrea, and two children, Laci and Roman, as well as their dog, Trooper.  He is a self-described baseball addict and memorabilia collector.   

Jeff has used his talents to serve on numerous community and charitable boards including the Central Delaware Chamber of Commerce, Salute Our Soldiers, and Southern DE Base Ball Club.  Currently he serves as the Treasurer for the Milford Museum and as a board member for Trinity Academy in Pennsylvania.

Kenneth Reese

Keneth Reese

CFP®,CLU®,CHFC®, EA

“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.

Cameron Fitzgerald

Cameron Fitzgerald

CFP®, CRPC®

“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 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 his CFP as well as CRPC (Chartered Retirement Planning Counselor) credentials.

He began his career in the financial industry with PNC Bank, where he built strong relationships and was awarded several awards and accolades, including the coveted Circle of Excellence. 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, and their son, Teigen, and daughter, Thea. When not in the office, Cameron enjoys exercising and spending time with his family and friends.

Bethany Lewis

Bethany Lewis

CRPC®

“A CAREER IN BANKING SHOWED ME THE CLIENT ALWAYS COMES FIRST, AND BLACK DIAMOND BELIEVES THAT AS FIRMLY AS I DO”

As our newest member, Bethany comes to us with a Bachelor of Science in Business Administration, with concentration in Financial Management from Goldey-Beacom College.  Bethany is a Chartered Retirement Planning Counselor, holds various FINRA (Financial Industry Regulatory Authority) licenses, and has her Life & Health Insurance license. During her five 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. 

Mark Nehra

Mark Nehra

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 six steps of the financial planning process:  

  1. Establish and Define the Advisor-Client Relationship 
  2. Determine Goals and Gather Data 
  3. Analyze and Evaluate the Data 
  4. Develop and Present a Plan 
  5. Implement the Plan 
  6. Monitor the Plan 

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.

Rosalie Whitehouse financial advisor

Rosalie Whitehouse

ADMINISTRATIVE ASSISTANT

“I ENJOY WORKING WITH OUR CLIENTS & ADVISORS TO DELIVER AN EXCEPTIONAL SERVICE EXPERIENCE.”

Since July of 2015, Rose has been employed as Administrative Office Manager, overseeing all 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 his farm, taking care of their dogs, Lucy & Kai, their chickens, and lambs.

1200px Riskalyze 768x256

See how prepared your portfolio is for a financial shock.