Diamond Client Group, LLC

David Luedecke is a financial advisor at Diamond Client Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Diamond Client Group provides advisory services to individual and high-net-worth investors as well as business clients, offering discretionary portfolio management alongside financial planning. The firm uses fundamental analysis, modern portfolio theory, and technical analysis in managing portfolios, and it also facilitates sub-adviser selection and investments in privately offered and alternative vehicles.

Jeffrey Savois is a financial advisor with Diamond Client Group, LLC, based in The Woodlands, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. He is also involved in insurance sales, providing fixed insurance products such as life, dental, health, and long-term care coverage. Diamond Client Group serves individual and high-net-worth investors as well as business clients, offering discretionary portfolio management alongside project-based and ongoing financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach, and it also facilitates sub-adviser selection, alternative investment services, and publishes a subscription newsletter.

Michael Sitzman is a financial advisor with Diamond Client Group, LLC in Katy, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Peak Brokerage Services, LLC, MML Investor Services, LLC, and Mass Mutual Life Insurance Company. Diamond Client Group provides advisory services to individual, high-net-worth, and business clients, offering discretionary portfolio management, financial planning, sub-adviser selection, and assistance with alternative investments. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading framework and also publishes a subscription newsletter as part of its service offerings.

Jonathan Salvato is a CFP® with 21 years of industry experience, currently serving as an advisor at Diamond Client Group, LLC. His prior roles include positions at Cerity Partners LLC, Investec Wealth Strategies, and Asset Management Advisors, LLC. He is also the owner of Financialpanthering.com, a platform providing free financial planning education through newsletters, podcasts, and videos. Diamond Client Group serves individual and high-net-worth investors as well as business clients, offering discretionary portfolio management, financial planning, and sub-adviser selection. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to tailor long-term investment strategies.

William Grant is a financial advisor with Diamond Client Group, LLC in The Woodlands, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, MassMutual Life Insurance Company, and MetLife Securities, Inc. Grant also engages in insurance sales, providing fixed insurance products including life, dental, health, and long-term care coverage. Diamond Client Group provides advisory services to individual and high-net-worth investors as well as business clients, offering discretionary portfolio management and financial planning. The firm specializes in tailored portfolios using fundamental analysis, modern portfolio theory, and technical analysis, and supports clients with sub-adviser selection, private offerings, and a subscription newsletter.

Lucas Cheatham is a financial advisor at Diamond Client Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Peak Brokerage Services and Mass Mutual Life Insurance Company. Outside of advising, he is involved in retail as a board member of a related business. Diamond Client Group serves individual and high-net-worth investors as well as business clients, offering discretionary portfolio management, financial planning, and assistance with private and alternative investments. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, typically managing accounts on a discretionary, long-term basis.

Andre Baldanza is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as a 25-year career in the United States Army. Diamond Client Group serves individual, high-net-worth, and business clients by offering discretionary portfolio management, financial planning, sub-adviser selection, and alternative investment services. The firm employs fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach and also publishes a subscription newsletter with market commentary and timing recommendations.

Brian Cheatham is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Vanderbilt Financial Group and Peak Brokerage Services, and serves as COO at Diamond Client Group and Good Bull Capital, managing operations and administrative functions. Outside of his advisory role, he is involved with Turkey Lane, LLC, where he manages property and short-term rental customer service. Diamond Client Group provides advisory services to individual and high-net-worth investors as well as business clients, offering discretionary portfolio management, financial planning, and assistance with privately offered and alternative investments. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to tailor portfolios, and it also publishes a subscription newsletter with market commentary and timing-oriented recommendations.

Caeden Goering is a financial advisor at Diamond Client Group, LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also licensed as an insurance broker, focusing on health insurance sales. Diamond Client Group provides advisory services to individual and high-net-worth investors as well as business clients, offering discretionary portfolio management and financial planning. The firm integrates fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach, while also facilitating sub-adviser selection and access to alternative investments.