David H. Diesslin, CFP®, MBA
David H. Diesslin, CFP®, is the CEO and founder of Diesslin Group, Inc. Dave founded the firm as Diesslin & Associates, Inc., in 1980 and has provided fee-only financial planning and investment management ever since. He has been honored for his work as a financial advisor in Worth, Medical Economics, Fort Worth Inc., and Money magazines and has been endorsed by the Consumers’ Research Council of America as one of “America’s Top Financial Planners.” Throughout his professional life, Dave has worked diligently to promote and advance the financial planning profession both nationally and internationally. In addition, he has served as a chairman of the Board of Governors on the Certified Financial Planner Board of Standards as well as both a chairman and president of the National Association of Personal Financial Advisors (NAPFA).
Dave received an MBA from the University of Dallas and a BS in business management from Indiana University. He has held his CERTIFIED FINANCIAL PLANNERTM mark since 1983. Prior to entering the financial planning profession, Dave served as First Lieutenant for the United States Army Signal Corps.
Norman R. (“Rocky”) Farr, CFP®, EA, ATA
Norman R. “Rocky” Farr, CFP®, EA, ATA, is DGi’s Managing Director as well as a Relationship Manager and principal of the firm. Rocky oversees the firm’s daily operations and coordinates the efforts of the Financial Planning, Client Services, and Asset Management divisions. He specializes in estate and tax planning.
Rocky has held his CERTIFIED FINANCIAL PLANNERTM mark since 1982. He also holds an Enrolled Agent license from the Internal Revenue Service and an Accredited Tax Advisor license from the Council for Accounting and Taxation. Rocky joined DGi in 1992. Prior to moving to Texas, he played hockey professionally.
Shawn L. Gray
Shawn L. Gray is DGi’s Chief Compliance Officer and Chief Information Security Officer as well as a principal of the firm. Shawn manages the firm’s computing, networking, and programming solutions. He also develops retirement and cash flow projections and models stock options for clients.
He received a BBA in finance from the University of Texas at Arlington and worked in the banking industry prior to joining DGi in 1992.
Scott B. Reasor
Scott B. Reasor is a Relationship Manager and Senior Portfolio Manager at DGi. He conducts investment and risk-return analysis, performance measurement, diagnostic procedures, and asset allocation for client portfolios. Scott also serves as an advocate and primary point of contact for clients, maintaining ongoing communication with them while monitoring and executing projects to help them meet their financial goals.
Scott received a BBA degree in finance from the University of Texas at Arlington and has been with DGi since 2004.
Sherry L. Redden, FPQP™
Sherry L. Redden, FPQP™,is DGi’s Client Services Director. She has numerous responsibilities—some of which include serving as a client liaison and financial planning associate—and helps ensure each division of the firm functions successfully.
In addition to being a certified paraplanner, Sherry has over 20 years of professional experience as an executive assistant and outside sales representative. She joined DGi in 2012.
Mark M. Michel, CFA, MBA
Mark M. Michel, CFA, MBA is DGi’s Chief Investment Officer and serves as a Portfolio Manager at DGi. He conducts investment analysis, risk-return analysis, performance management, and asset allocation for client portfolios. Mark is also involved in the analysis of the firm’s alternative investments. Prior to joining DGi in 2021, Mark worked as an Associate Portfolio Manager for American Beacon Advisors and a Senior Portfolio Analyst at JPMorgan. Before entering the financial services industry, he served in the U.S. Army, deployed to Iraq and Afghanistan.
Mark received an MBA from Southern Methodist University and a BS in mechanical engineering from Pennsylvania State University. He is a CFA® charter holder and a member of both the CFA Institute and the CFA Society of Dallas-Fort Worth.
Angela L. Woodson
Angela L. Woodson is a Client Services Associate at DGi. She assists with servicing client requests and ongoing account administration.
Angela received a BS in counseling education from the University of North Texas. She joined the DGi team in 2019.
Olivia F. Partin
Olivia F. Partin is a Financial Planner at DGi and assists with various client and firm projects. Olivia received her BS in interdisciplinary studies from Texas A&M University. She also holds her AAMS® and FPQP™ certifications and is pursuing CFP® certification. She joined the firm in 2021.
Luke Hockett, MBA
Luke Hockett is a Portfolio Manager at DGi. He conducts investment and risk-return analysis, performance measurement, diagnostic procedures, and asset allocation for client portfolios.
Luke received his BBA in Entrepreneurial Management from Texas Christian University in 2014 and his MBA in Finance from Dallas Baptist University in 2020. He previously worked at Diesslin Group from 2014 to 2019 and left to join the Hedge Fund Operations team at IQEQ before rejoining Diesslin in 2022.
Tristyn L. Williams
Tristyn L. Williams is an Asset Management Associate at DGi. Tristyn received a BS in agricultural economics from Texas A&M University and plans to sit for the CFP® exam in November 2022. He joined DGi in 2021.
Stephanie A. Dacanay
Stephanie A. Dacanay is a Client Services Associate at DGi. She has many responsibilities, including scheduling meetings, corresponding with clients, providing administrative assistance, and planning team events. She joined DGi in 2021.
Edie C. Peplinski
Edie C. Peplinski is the Senior Executive Assistant to David Diesslin. Her responsibilities include time management and scheduling, arranging travel, coordinating and scheduling meetings, overseeing event planning, and assisting with office and administrative responsibilities at the firm.
Edie has over 40 years of experience in executive-level administrative and personal assistant positions and previously worked for the Fort Worth Symphony Orchestra Association. Edie attended Tarrant County College and has worked at DGi since 2003.
Natalie M. Georgen is a Financial Planning Associate at DGi. Natalie received her B.B.A. in Risk, Insurance, and Financial Services from the University of North Texas and plans to sit for the CFP® in March 2023. She joined DGi in 2022.
Meggan M. Jamison is a Compliance Associate and works with the Chief Compliance Officer in overseeing the firm’s compliance policies and procedures. She holds a B.B.A. degree in Finance from Texas Christian University and an M.B.A. from Oklahoma City University. Meggan joined Diesslin Group, Inc. in February 2010. Prior to joining the firm she spent 10 years in the banking industry.