Patrick Diamond

Greetings! If you've built significant income and wealth but find yourself asking "when does it actually become enough?" - you're in the right place. We work with high-income professionals who are done with the default earn-more path and ready to define what financial independence actually looks like for them. Not the traditional retire-at-65 version, but rather the kind that gives you real freedom of choice - to keep building, to downshift, to take a sabbatical, to pursue something that pays less but means more, or simply to know you could walk away if you wanted to. Financial independence means something different to everyone. We help you define what it means for you. Our clients typically navigate complex financial lives: equity compensation (RSUs, ISOs, NSOs, ESPP) that requires careful coordination, business ownership with income variability and tax complexity, or $2M+ in net worth without an integrated strategy pulling it all together. They're growth-oriented and curious about the psychology and assumptions shaping their financial decisions - not just the tactics. We serve as your long-term strategic financial partner - coordinating your income, equity compensation, tax strategy, investments, and major life decisions into one integrated plan built around what matters most to you, not a generic retirement timeline. Our team includes Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), and a Certified Financial Therapist (CFT-I™). We bring technical depth, but we believe the most important financial decisions aren't just technical, they're personal. Money reflects your values, your identity, and the trade-offs you're willing to make. We help you get clear on all of it. We've been recognized by Investment News 40 Under 40, Business Insider's Top Financial Planners for Millennials, Financial Advisor Magazine's Top 10 Young Advisors to Watch, and Investopedia's Top 100 Financial Advisors. Founded in 2019 and based in Rhode Island, we work virtually with clients across the country over Zoom - and genuinely enjoy the kids, dogs, and chaos that show up along the way.

At Ahead Full Wealth, we help people who’ve built a good life feel confident they’re making the most of it, financially and otherwise. We serve those who’ve quietly crossed significant milestones: a military retirement, a solid government pension, a seven-figure portfolio. They’ve done well but wonder if there’s more they could be doing. We step in with clear, strategic advice that fits their real life—focused on what matters most, not just what’s possible. As a fee-only planner based in North Kingstown, Rhode Island, I work closely with mid- to late-career military families, educators, and government professionals. These clients often juggle complex benefits, career shifts, and big family decisions. My job is to simplify those moving parts, bring structure to the chaos, and help align their money with the life they want to lead—today and in the years ahead. Ahead Full was built to offer deeply personal planning, the kind that evolves with you. Our process helps clients get clear on their goals, navigate tradeoffs, and make confident decisions with their finances. Whether we’re managing investments, modeling a Roth conversion strategy, or choosing the right survivor benefit plan, we’re here to guide with intention and care. In October 2024, we joined APFORIA, LTD as a tenant firm. This partnership expands our capabilities while preserving our independent voice and close-knit approach. We’re still Ahead Full—just with a little more wind in our sails. I bring experience as a military leader, educator, business owner, and planner. I know how life can pull in a hundred directions. And I know how good it feels to regain your bearings. That’s the work I love: helping people steer with purpose and move forward, full ahead.

Christopher Lombardi is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Christopher has progressed through various positions at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022. He then served as a High Net Worth Service Associate from 2023 to 2024 before advancing to Investment Solutions Representative roles, moving from level 1 in 2024, level 2 in 2025-2026, to his current level 3 position starting in 2026. Outside of his professional responsibilities, Christopher enjoys outdoor activities such as camping, hiking, outdoor adventures, and snowboarding.

Piers Sullivan is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop strategic financial plans tailored to their unique goals. He has been with Fidelity Investments since 2019, progressing through roles including Intern, Financial Representative, Relationship Manager, and currently as a Planning Consultant. He holds a California Insurance License, which supports his work in financial planning and client relationship management. Outside of his professional responsibilities, Piers has personal interests that include fitness, music, reading, surfing, and tennis.

Amanda Albert is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with clients as part of their wealth advisory team to develop, maintain, and service comprehensive wealth plans tailored to clients and their families. Amanda has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2017 and Relationship Manager from 2017 to 2019 before assuming her current role in 2019. Her professional experience encompasses wealth management and client relationship management. She holds an Arkansas Insurance License.