Advisors at this firm
Olivia P
CFP®
Fort Worth, TX
Diesslin Group, Inc.
Olivia Partin is a CFP® professional with seven years of industry experience, currently serving at Diesslin Group, Inc. in Fort Worth, TX. She has worked with Diesslin Group since 2021 and previously spent seven years at Cumbie Advisory Services, Inc. Diesslin Group, Inc. provides tailored, fee-only financial planning and asset management services to individuals, closely held businesses, corporations, charitable organizations, and retirement plans. The firm manages approximately $621 million in assets, emphasizing strategic asset allocation, tax-sensitive implementation, and active portfolio management, and also sponsors private investment funds in energy, real estate, and private equity.
Luke H
Series 65
Fort Worth, TX
Diesslin Group, Inc.
Luke Hockett is a financial advisor with Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He has worked at Diesslin Group, Inc. since 2014, with a three-year period at Iqeq from 2019 to 2022 before returning to Diesslin. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and institutions. The firm manages approximately $621 million in assets, utilizing strategic asset allocation, global diversification, and tax-sensitive implementation, and also sponsors private funds including energy, real estate, and private equity opportunities.
Scott R
Series 65
Fort Worth, TX
Diesslin Group, Inc.
Scott Reasor is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Diesslin & Associates, Inc. since 2004. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, corporations, charitable organizations, and pension plans. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager for several closed-end investment funds.
Mark M
CFA®, Series 65
Fort Worth, TX
Diesslin Group, Inc.
Mark Michel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Diesslin Group, Inc. since 2021 and previously spent five years at American Beacon Advisors. Diesslin Group, Inc. provides fee-only financial planning and asset management services to individuals, businesses, and institutional clients. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager with several closed investment funds.
Norman F
CFP®
Fort Worth, TX
Diesslin Group, Inc.
Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.