CONNECT

Address:

8615 Ridgely's Choice Drive Suite 211
Nottingham, MD 21236

Phone:

410-529-0700

Fax/Other:

410-529-7727

Our Associates

Quality people make for quality advice.

So it is with great confidence that we offer our clients multi-dimensional services based on our collaborative relationship with some of the finest minds in the world of personal financial services.

We welcome the opportunity to tell you more about each of the Diamond Financial Group team members profiled below.

 

Curtis Beulah:  Wealth Manager

Jean Beulah:  Financial Consultant

 

 

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Linda Taylor Greene:  Client Services Associate

Linda joined our office in January 2009.  She has extensive experience in the financial and mortgage services industries, having served as a licensed advisor assistant for over 10 years and as a mortgage loan processor for over 7 years prior to joining our office.  In addition to supporting advisors in performing client account setup and maintenance tasks, Linda has spearheaded the establishment of our office administrative operations procedures and our best practices improvements team.  She holds a license to offer life insurance as a resident agent through the Maryland Insurance Adminstration.

Valerie L. Andrews:  Client Services Associate

Val joined Diamond Financial Group in February of 2016 and is a Financial Assistant with 17 years of experience.  She enjoys the interaction and communication with clients.  

Val's daily activities include assisting the financial advisors with time management by preparing for client meetings and handling routine client administrative inquiries and account maintenance matters.

Val has lived in Harford County since the age of 5. In her free time, she enjoys spending time with her family and friends, reading and taking walks. Val has been a member of the Lutheran Church of the Good Shepherd in Bel Air for 49 years.  She gives of her time by volunteering at her local church and in the community.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck